+26.6%
BA vs BUD
-4.3%
+30.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | -0.1% |
| 7D | 0.0% | +6.0% | -6.0% | -3.6% |
| 30D | -8.9% | +11.3% | -20.2% | -15.1% |
| 3M | -25.5% | +3.6% | -29.1% | -27.6% |
| 6M | -27.0% | +7.7% | -34.7% | -31.4% |
| YTD | -20.1% | +36.4% | -56.5% | -36.1% |
| 1Y | -11.0% | +37.8% | -48.8% | -29.5% |
| 3Y | -11.8% | +51.2% | -63.1% | -37.4% |
| 5Y | -20.6% | +53.4% | -74.1% | -45.7% |
| 10Y | +26.6% | -3.2% | +29.8% | -9.3% |
| All | +26.6% | -4.3% | +30.9% | -9.3% |
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