+216.9%
B vs BUD
-3.2%
+220.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | -6.2% | -1.6% | -4.6% | -5.9% |
| 30D | -6.6% | +6.7% | -13.3% | -7.9% |
| 3M | -7.9% | +5.9% | -13.8% | -9.0% |
| 6M | -16.8% | +5.1% | -21.9% | -17.9% |
| YTD | -11.7% | +32.9% | -44.6% | -16.8% |
| 1Y | +3.5% | +31.8% | -28.3% | -2.4% |
| 3Y | +165.7% | +47.4% | +118.3% | +145.1% |
| 5Y | +108.4% | +50.8% | +57.6% | +89.5% |
| All | +216.9% | -3.2% | +220.1% | +189.0% |
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