+3,011.9%
ASX vs BUD
+214.6%
+2,797.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +7.0% |
| 7D | -19.9% | +4.5% | -24.4% | -21.6% |
| 30D | -30.9% | +12.5% | -43.4% | -34.7% |
| 3M | -15.1% | 0.0% | -15.1% | -16.2% |
| 6M | -6.5% | +3.8% | -10.3% | -9.8% |
| YTD | +98.4% | +33.1% | +65.4% | +72.4% |
| 1Y | +107.9% | +35.5% | +72.4% | +78.9% |
| 3Y | +325.3% | +49.4% | +275.9% | +244.2% |
| 5Y | +447.3% | +48.0% | +399.3% | +340.3% |
| 10Y | +763.2% | -8.6% | +771.8% | +680.1% |
| All | +3,011.9% | +214.6% | +2,797.3% | +1,321.1% |
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 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