+858.4%
ASX vs BUD
-23.7%
+882.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | -5.7% | +7.7% | +4.1% |
| 3M | -1.3% | +3.1% | -4.5% | -3.3% |
| 6M | +71.4% | +7.9% | +63.6% | +64.8% |
| YTD | +135.3% | +27.3% | +108.0% | +111.9% |
| 1Y | +267.5% | +37.8% | +229.7% | +219.6% |
| 3Y | +388.5% | +49.8% | +338.6% | +302.8% |
| 5Y | +417.1% | +43.8% | +373.3% | +328.9% |
| All | +858.4% | -23.7% | +882.1% | +739.1% |
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