+88.5%
ACN vs BUD
-24.2%
+112.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.1% |
| 7D | -6.3% | -1.3% | -5.0% | -5.9% |
| 30D | -1.4% | -6.1% | +4.8% | +0.7% |
| 3M | +2.6% | -3.8% | +6.3% | +3.9% |
| 6M | -14.3% | +8.2% | -22.5% | -16.9% |
| YTD | -33.1% | +23.6% | -56.7% | -38.2% |
| 1Y | -28.8% | +33.4% | -62.2% | -36.0% |
| 3Y | -43.0% | +45.3% | -88.3% | -51.1% |
| 5Y | -44.0% | +44.3% | -88.3% | -52.7% |
| 10Y | +88.5% | -22.8% | +111.3% | +76.6% |
| All | +88.5% | -24.2% | +112.7% | +76.6% |
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