+325.3%
ASX vs BUD
+49.3%
+275.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.5% |
| 7D | -19.9% | +4.5% | -24.4% | -20.3% |
| 30D | -30.9% | +12.5% | -43.4% | -32.2% |
| 3M | -15.1% | 0.0% | -15.1% | -15.0% |
| 6M | -6.5% | +3.8% | -10.3% | -7.6% |
| YTD | +98.4% | +33.1% | +65.4% | +83.4% |
| 1Y | +107.9% | +35.5% | +72.4% | +91.0% |
| 3Y | +325.3% | +49.4% | +275.9% | +265.1% |
| All | +325.3% | +49.3% | +275.9% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling