+88.6%
BBY vs BUD
+49.6%
+39.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.4% |
| 7D | +4.5% | +1.0% | +3.4% | +4.2% |
| 30D | +16.8% | +6.7% | +10.1% | +15.4% |
| 3M | +23.2% | +5.7% | +17.5% | +21.8% |
| 6M | +91.9% | +5.8% | +86.1% | +89.3% |
| YTD | +61.6% | +34.4% | +27.2% | +51.5% |
| 1Y | +43.9% | +33.3% | +10.6% | +35.0% |
| 3Y | +88.6% | +48.8% | +39.8% | +64.6% |
| All | +88.6% | +49.6% | +39.1% | +64.6% |
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 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