+887.2%
ASX vs BUD
-4.3%
+891.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.1% | +2.9% |
| 7D | -9.1% | +6.0% | -15.2% | -11.1% |
| 30D | -23.6% | +11.3% | -34.9% | -27.0% |
| 3M | -5.6% | +3.6% | -9.2% | -7.8% |
| 6M | +4.7% | +7.7% | -3.0% | 0.0% |
| YTD | +122.6% | +36.4% | +86.2% | +93.6% |
| 1Y | +133.0% | +37.8% | +95.2% | +101.5% |
| 3Y | +367.1% | +51.2% | +315.9% | +282.0% |
| 5Y | +504.7% | +53.4% | +451.3% | +386.1% |
| 10Y | +887.2% | -3.2% | +890.4% | +694.3% |
| All | +887.2% | -4.3% | +891.5% | +694.3% |
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