+31.8%
BA vs BUD
-9.0%
+40.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.4% |
| 7D | +1.1% | +4.5% | -3.4% | -1.7% |
| 30D | -7.9% | +12.5% | -20.4% | -14.8% |
| 3M | -25.3% | 0.0% | -25.3% | -25.8% |
| 6M | -24.6% | +3.8% | -28.4% | -27.5% |
| YTD | -20.1% | +33.1% | -53.2% | -35.0% |
| 1Y | -11.8% | +35.5% | -47.3% | -29.2% |
| 3Y | -10.1% | +49.4% | -59.5% | -35.6% |
| 5Y | -22.7% | +48.0% | -70.8% | -45.7% |
| All | +31.8% | -9.0% | +40.8% | -5.5% |
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 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