+985.8%
ASX vs BUD
-2.1%
+987.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.4% |
| 7D | +12.4% | +1.0% | +11.4% | +12.0% |
| 30D | -19.8% | +6.7% | -26.5% | -22.3% |
| 3M | -10.3% | +5.7% | -16.0% | -13.1% |
| 6M | +1.2% | +5.8% | -4.6% | -2.7% |
| YTD | +123.0% | +34.4% | +88.6% | +95.0% |
| 1Y | +145.4% | +33.3% | +112.2% | +115.0% |
| 3Y | +368.6% | +48.8% | +319.8% | +285.6% |
| 5Y | +486.0% | +52.5% | +433.5% | +372.1% |
| All | +985.8% | -2.1% | +987.9% | +762.8% |
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