+74.6%
AG vs BUD
-24.2%
+98.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.8% |
| 7D | -0.1% | -1.3% | +1.2% | +0.3% |
| 30D | +12.5% | -6.1% | +18.6% | +14.8% |
| 3M | +28.2% | -3.8% | +31.9% | +29.4% |
| 6M | -18.8% | +8.2% | -27.0% | -21.7% |
| YTD | +27.4% | +23.6% | +3.8% | +17.3% |
| 1Y | +132.2% | +33.4% | +98.8% | +107.1% |
| 3Y | +286.9% | +45.3% | +241.5% | +232.3% |
| 5Y | +72.8% | +44.3% | +28.5% | +46.4% |
| 10Y | +74.6% | -22.8% | +97.4% | +43.9% |
| All | +74.6% | -24.2% | +98.8% | +43.9% |
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 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