+16.5%
AMCR vs BUD
-22.8%
+39.3%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -5.0% | -3.2% | -1.7% | -3.8% |
| 30D | -8.0% | -3.7% | -4.3% | -6.7% |
| 3M | +14.3% | -4.4% | +18.7% | +16.0% |
| 6M | +5.3% | +7.7% | -2.4% | +2.4% |
| YTD | +7.7% | +23.1% | -15.3% | 0.0% |
| 1Y | +10.8% | +33.6% | -22.8% | -0.1% |
| 3Y | +9.6% | +44.7% | -35.1% | -5.2% |
| 5Y | -10.2% | +44.9% | -55.1% | -23.5% |
| All | +16.5% | -22.8% | +39.3% | -5.9% |
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