+91.6%
GWW vs BUD
+48.7%
+42.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.6% |
| 7D | -1.5% | +0.8% | -2.3% | -1.6% |
| 30D | +1.1% | -4.8% | +5.9% | +1.7% |
| 3M | -1.0% | +1.4% | -2.3% | -1.3% |
| 6M | +16.3% | +9.9% | +6.4% | +14.3% |
| YTD | +28.5% | +26.3% | +2.2% | +23.7% |
| 1Y | +30.3% | +36.1% | -5.9% | +24.2% |
| 3Y | +91.6% | +48.6% | +43.0% | +80.3% |
| All | +91.6% | +48.7% | +42.9% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling