+3,590.4%
ASX vs BUD
+201.1%
+3,389.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.1% |
| 7D | -0.7% | +0.3% | -1.0% | -0.8% |
| 30D | +2.0% | -5.7% | +7.7% | +4.2% |
| 3M | -1.3% | +3.1% | -4.5% | -3.4% |
| 6M | +71.4% | +7.9% | +63.6% | +64.4% |
| YTD | +135.3% | +27.3% | +108.0% | +110.6% |
| 1Y | +267.5% | +37.8% | +229.7% | +216.9% |
| 3Y | +388.5% | +49.8% | +338.6% | +298.3% |
| 5Y | +417.1% | +43.8% | +373.3% | +324.9% |
| 10Y | +872.7% | -22.6% | +895.4% | +856.0% |
| All | +3,590.4% | +201.1% | +3,389.3% | +1,635.5% |
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