+2.4%
BB vs BUD
-24.2%
+26.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.5% |
| 7D | +1.8% | -1.3% | +3.2% | +2.5% |
| 30D | -12.2% | -6.1% | -6.1% | -9.7% |
| 3M | -12.3% | -3.8% | -8.6% | -11.3% |
| 6M | +122.7% | +8.2% | +114.5% | +111.5% |
| YTD | +104.5% | +23.6% | +80.9% | +80.6% |
| 1Y | +106.7% | +33.4% | +73.2% | +74.4% |
| 3Y | +70.0% | +45.3% | +24.6% | +34.3% |
| 5Y | -27.8% | +44.3% | -72.0% | -43.4% |
| 10Y | +2.4% | -22.8% | +25.1% | 0.0% |
| All | +2.4% | -24.2% | +26.6% | 0.0% |
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