+221.8%
GWW vs BUD
+50.1%
+171.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | +3.7% | -1.6% | +5.3% | +4.0% |
| 30D | +13.6% | +6.7% | +6.9% | +12.2% |
| 3M | +15.4% | +5.9% | +9.5% | +14.0% |
| 6M | +21.8% | +5.1% | +16.7% | +20.3% |
| YTD | +50.0% | +32.9% | +17.2% | +41.1% |
| 1Y | +60.2% | +31.8% | +28.4% | +50.9% |
| 3Y | +94.4% | +47.4% | +47.0% | +76.7% |
| 5Y | +221.8% | +50.8% | +171.0% | +180.2% |
| All | +221.8% | +50.1% | +171.7% | +180.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling