+162.4%
ADM vs BUD
-23.5%
+186.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.1% |
| 7D | -0.1% | +0.8% | -0.8% | -0.3% |
| 30D | +11.0% | -4.8% | +15.8% | +12.6% |
| 3M | +6.0% | +1.4% | +4.6% | +5.2% |
| 6M | +26.9% | +9.9% | +17.1% | +22.5% |
| YTD | +50.0% | +26.3% | +23.7% | +38.5% |
| 1Y | +39.6% | +36.1% | +3.4% | +25.7% |
| 3Y | +18.5% | +48.6% | -30.0% | +2.3% |
| 5Y | +62.6% | +45.0% | +17.6% | +38.5% |
| 10Y | +162.4% | -23.1% | +185.5% | +145.9% |
| All | +162.4% | -23.5% | +186.0% | +145.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling