+237.8%
A vs BUD
-23.5%
+261.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | -2.1% | +0.8% | -2.8% | -2.3% |
| 30D | +0.6% | -4.8% | +5.4% | +2.1% |
| 3M | +10.9% | +1.4% | +9.5% | +10.1% |
| 6M | +28.2% | +9.9% | +18.3% | +23.6% |
| YTD | +8.6% | +26.3% | -17.8% | -0.1% |
| 1Y | +15.5% | +36.1% | -20.6% | +3.7% |
| 3Y | +31.8% | +48.6% | -16.8% | +13.7% |
| 5Y | -14.9% | +45.0% | -59.9% | -27.0% |
| 10Y | +237.8% | -23.1% | +260.9% | +241.8% |
| All | +237.8% | -23.5% | +261.3% | +241.8% |
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