+641.7%
BE vs BUD
-8.1%
+649.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -5.0% |
| 7D | -13.4% | +6.0% | -19.4% | -16.6% |
| 30D | -33.9% | +11.3% | -45.2% | -38.9% |
| 3M | -12.0% | +3.6% | -15.5% | -15.6% |
| 6M | -29.0% | +7.7% | -36.7% | -34.6% |
| YTD | +113.4% | +36.4% | +77.0% | +64.9% |
| 1Y | +33.2% | +37.8% | -4.7% | +1.0% |
| 3Y | +1,659.2% | +51.2% | +1,608.0% | +1,109.3% |
| 5Y | +461.4% | +53.4% | +408.0% | +277.1% |
| All | +641.7% | -8.1% | +649.8% | +490.3% |
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