+933.0%
AG vs BUD
+201.1%
+731.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | +19.2% | -5.7% | +24.8% | +21.9% |
| 3M | +6.2% | +3.1% | +3.0% | +4.2% |
| 6M | -26.7% | +7.9% | -34.6% | -29.5% |
| YTD | +26.1% | +27.3% | -1.2% | +13.1% |
| 1Y | +131.7% | +37.8% | +93.8% | +100.0% |
| 3Y | +255.3% | +49.8% | +205.5% | +192.8% |
| 5Y | +61.9% | +43.8% | +18.1% | +33.4% |
| 10Y | +72.0% | -22.6% | +94.7% | +73.4% |
| All | +933.0% | +201.1% | +731.9% | +254.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling