-13.1%
ALC vs BUD
+35.5%
-48.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | -3.7% | +0.8% | -4.4% | -3.8% |
| 30D | -3.7% | -4.8% | +1.1% | -2.7% |
| 3M | +4.6% | +1.4% | +3.2% | +4.0% |
| 6M | -14.6% | +9.9% | -24.5% | -17.7% |
| YTD | -11.9% | +26.3% | -38.2% | -17.1% |
| 1Y | -13.1% | +36.1% | -49.3% | -17.9% |
| All | -13.1% | +35.5% | -48.6% | -17.9% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling