+40.6%
BBY vs BUD
+43.8%
-3.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | +0.7% | -3.2% | +3.9% | +1.3% |
| 30D | +5.8% | -3.7% | +9.4% | +6.5% |
| 3M | +18.0% | -4.4% | +22.5% | +18.9% |
| 6M | +39.8% | +7.7% | +32.1% | +37.5% |
| YTD | +35.4% | +23.1% | +12.3% | +28.6% |
| 1Y | +21.4% | +33.6% | -12.2% | +13.0% |
| All | +40.6% | +43.8% | -3.2% | +22.0% |
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 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