+2,824.0%
ASX vs BUD
+219.3%
+2,604.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +1.8% | -22.6% | -21.5% |
| 7D | -33.3% | +7.1% | -40.4% | -35.3% |
| 30D | -36.5% | +12.7% | -49.1% | -39.9% |
| 3M | -19.2% | 0.0% | -19.2% | -20.2% |
| 6M | -10.2% | +7.6% | -17.8% | -14.6% |
| YTD | +86.5% | +35.0% | +51.4% | +61.2% |
| 1Y | +89.6% | +37.6% | +52.1% | +62.4% |
| 3Y | +298.6% | +51.5% | +247.1% | +221.0% |
| 5Y | +414.3% | +50.2% | +364.0% | +311.6% |
| 10Y | +711.1% | -7.2% | +718.3% | +629.3% |
| All | +2,824.0% | +219.3% | +2,604.7% | +1,228.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling