+1,516.8%
HWM vs BUD
-4.5%
+1,521.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.3% | +4.5% | +3.4% |
| 7D | +5.0% | +0.5% | +4.5% | +4.6% |
| 30D | +1.5% | +7.4% | -5.9% | -2.8% |
| 3M | -20.3% | +4.3% | -24.6% | -22.7% |
| 6M | -18.0% | +5.3% | -23.3% | -21.4% |
| YTD | +9.5% | +33.2% | -23.7% | -7.7% |
| 1Y | +7.5% | +31.8% | -24.3% | -9.1% |
| 3Y | +355.7% | +47.8% | +307.9% | +249.4% |
| 5Y | +610.2% | +50.2% | +560.0% | +425.5% |
| 10Y | +1,516.8% | -4.8% | +1,521.6% | +1,137.0% |
| All | +1,516.8% | -4.5% | +1,521.2% | +1,137.0% |
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