+156.3%
ACN vs BUD
-8.7%
+165.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.3% | -3.7% | -2.8% |
| 7D | -2.5% | +1.3% | -3.9% | -2.9% |
| 30D | +22.6% | +10.0% | +12.6% | +19.0% |
| 3M | +45.9% | +1.6% | +44.3% | +45.2% |
| 6M | +43.8% | +6.5% | +37.3% | +40.8% |
| YTD | -2.5% | +34.8% | -37.3% | -12.4% |
| 1Y | +6.5% | +36.5% | -30.0% | -4.8% |
| 3Y | -14.2% | +49.0% | -63.1% | -26.8% |
| 5Y | -24.4% | +51.7% | -76.1% | -37.0% |
| 10Y | +156.3% | -7.5% | +163.9% | +129.6% |
| All | +156.3% | -8.7% | +165.1% | +129.6% |
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 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