+308.7%
A vs BUD
-4.3%
+313.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.6% |
| 7D | +1.4% | +6.0% | -4.7% | -0.4% |
| 30D | +4.3% | +11.3% | -7.0% | +0.7% |
| 3M | +19.8% | +3.6% | +16.2% | +18.1% |
| 6M | +54.4% | +7.7% | +46.7% | +49.7% |
| YTD | +31.7% | +36.4% | -4.7% | +18.0% |
| 1Y | +22.4% | +37.8% | -15.4% | +9.3% |
| 3Y | +67.7% | +51.2% | +16.4% | +43.6% |
| 5Y | +15.7% | +53.4% | -37.7% | -2.6% |
| 10Y | +308.7% | -3.2% | +311.9% | +274.8% |
| All | +308.7% | -4.3% | +313.0% | +274.8% |
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