-1.5%
AS vs BUD
+33.8%
-35.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.3% |
| 7D | -4.9% | +1.0% | -5.9% | -5.3% |
| 30D | +3.9% | +6.7% | -2.8% | +0.8% |
| 3M | -9.6% | +5.7% | -15.3% | -12.0% |
| 6M | -8.7% | +5.8% | -14.5% | -11.4% |
| YTD | -19.8% | +34.4% | -54.2% | -23.2% |
| 1Y | -1.5% | +33.3% | -34.8% | -5.9% |
| All | -1.5% | +33.8% | -35.3% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling