+64.5%
BB vs BUD
+50.2%
+14.4%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -5.6% | +0.3% | -5.9% | -5.7% |
| 30D | -11.8% | -5.7% | -6.1% | -10.6% |
| 3M | -25.5% | +3.1% | -28.7% | -26.5% |
| 6M | +121.3% | +7.9% | +113.4% | +114.6% |
| YTD | +103.2% | +27.3% | +75.8% | +85.0% |
| 1Y | +102.6% | +37.8% | +64.8% | +77.9% |
| All | +64.5% | +50.2% | +14.4% | +27.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling