+279.0%
AG vs BUD
+48.7%
+230.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.3% | -0.8% |
| 7D | +4.5% | +0.8% | +3.7% | +4.2% |
| 30D | +12.9% | -4.8% | +17.7% | +14.7% |
| 3M | +20.9% | +1.4% | +19.6% | +19.7% |
| 6M | -19.5% | +9.9% | -29.4% | -23.4% |
| YTD | +24.8% | +26.3% | -1.6% | +12.9% |
| 1Y | +120.2% | +36.1% | +84.1% | +92.5% |
| 3Y | +279.0% | +48.6% | +230.4% | +250.7% |
| All | +279.0% | +48.7% | +230.3% | +250.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling