+1,616.9%
BE vs BUD
+49.3%
+1,567.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.5% | +4.9% | +3.4% |
| 7D | -14.7% | +4.5% | -19.2% | -15.0% |
| 30D | -40.5% | +12.5% | -53.0% | -41.4% |
| 3M | -24.3% | 0.0% | -24.3% | -24.1% |
| 6M | -39.3% | +3.8% | -43.1% | -39.8% |
| YTD | +99.4% | +33.1% | +66.3% | +80.1% |
| 1Y | +26.6% | +35.5% | -8.9% | +12.9% |
| 3Y | +1,616.9% | +49.4% | +1,567.5% | +940.4% |
| All | +1,616.9% | +49.3% | +1,567.6% | +940.4% |
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 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