+284.0%
TW vs BUD
+12.3%
+271.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.6% |
| 7D | +3.9% | +1.0% | +2.9% | +3.7% |
| 30D | +19.9% | +6.7% | +13.3% | +18.2% |
| 3M | +25.9% | +5.7% | +20.2% | +24.3% |
| 6M | +21.1% | +5.8% | +15.3% | +19.2% |
| YTD | +23.9% | +34.4% | -10.5% | +14.8% |
| 1Y | +21.2% | +33.3% | -12.0% | +12.5% |
| 3Y | +44.8% | +48.8% | -4.0% | +29.8% |
| 5Y | +41.4% | +52.5% | -11.1% | +24.3% |
| All | +284.0% | +12.3% | +271.7% | +242.9% |
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