+89.4%
BAM vs BUD
+48.8%
+40.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | +9.7% | +4.5% | +5.3% | +8.4% |
| 30D | +19.0% | +12.5% | +6.5% | +15.2% |
| 3M | +0.6% | 0.0% | +0.6% | +0.4% |
| 6M | +11.1% | +3.8% | +7.3% | +9.4% |
| YTD | +4.2% | +33.1% | -28.9% | -5.5% |
| 1Y | +3.3% | +35.5% | -32.2% | -6.9% |
| 3Y | +88.8% | +49.4% | +39.4% | +60.1% |
| All | +89.4% | +48.8% | +40.7% | +55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling