+1,427.2%
ALL vs BUD
+201.1%
+1,226.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | 0.0% | +0.3% | -0.2% | -0.1% |
| 30D | -1.5% | -5.7% | +4.2% | +0.5% |
| 3M | +23.6% | +3.1% | +20.5% | +22.1% |
| 6M | +22.3% | +7.9% | +14.5% | +18.4% |
| YTD | +26.5% | +27.3% | -0.8% | +15.2% |
| 1Y | +27.0% | +37.8% | -10.8% | +12.3% |
| 3Y | +149.6% | +49.8% | +99.7% | +109.4% |
| 5Y | +118.1% | +43.8% | +74.2% | +82.2% |
| 10Y | +369.0% | -22.6% | +391.6% | +363.3% |
| All | +1,427.2% | +201.1% | +1,226.1% | +712.5% |
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