+668.3%
AU vs BUD
-22.8%
+691.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -7.0% | -3.2% | -3.8% | -6.5% |
| 30D | +7.3% | -3.7% | +11.0% | +7.9% |
| 3M | +33.2% | -4.4% | +37.7% | +34.1% |
| 6M | -0.6% | +7.7% | -8.4% | -2.1% |
| YTD | +26.2% | +23.1% | +3.1% | +21.9% |
| 1Y | +68.3% | +33.6% | +34.6% | +60.5% |
| 3Y | +592.1% | +44.7% | +547.4% | +556.4% |
| 5Y | +685.3% | +44.9% | +640.3% | +637.6% |
| All | +668.3% | -22.8% | +691.1% | +665.4% |
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 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