+707.7%
BE vs BUD
-10.4%
+718.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.4% |
| 7D | +20.5% | -1.6% | +22.1% | +21.4% |
| 30D | -23.4% | +6.7% | -30.0% | -27.5% |
| 3M | -14.9% | +5.9% | -20.7% | -19.6% |
| 6M | -28.1% | +5.1% | -33.1% | -32.9% |
| YTD | +132.4% | +32.9% | +99.5% | +82.0% |
| 1Y | +59.4% | +31.8% | +27.5% | +24.3% |
| 3Y | +1,815.8% | +47.4% | +1,768.5% | +1,234.6% |
| 5Y | +491.3% | +50.8% | +440.5% | +299.9% |
| All | +707.7% | -10.4% | +718.2% | +551.4% |
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