+1,579.2%
HWM vs BUD
-8.7%
+1,587.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.3% | +3.7% | +4.4% |
| 7D | +1.6% | +1.3% | +0.3% | +0.6% |
| 30D | -3.9% | +10.0% | -14.0% | -9.1% |
| 3M | -23.2% | +1.6% | -24.8% | -24.5% |
| 6M | -20.0% | +6.5% | -26.5% | -23.6% |
| YTD | +5.7% | +34.8% | -29.1% | -11.3% |
| 1Y | +4.9% | +36.5% | -31.6% | -12.7% |
| 3Y | +347.0% | +49.0% | +298.0% | +242.3% |
| 5Y | +563.0% | +51.7% | +511.3% | +389.7% |
| 10Y | +1,579.2% | -7.5% | +1,586.7% | +1,175.1% |
| All | +1,579.2% | -8.7% | +1,587.9% | +1,175.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling