+1.8%
AA vs BUD
+31.7%
-29.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | +5.3% | -1.6% | +6.9% | +5.4% |
| 30D | -2.3% | +6.7% | -8.9% | -3.2% |
| 3M | -20.8% | +5.9% | -26.7% | -21.7% |
| 6M | -39.8% | +5.1% | -44.9% | -40.3% |
| YTD | -23.3% | +32.9% | -56.2% | -28.4% |
| 1Y | +1.8% | +31.8% | -30.0% | -4.6% |
| All | +1.8% | +31.7% | -29.9% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling