+53.9%
BEN vs BUD
-8.7%
+62.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +5.8% |
| 7D | +12.2% | +1.3% | +10.9% | +11.5% |
| 30D | +12.1% | +10.0% | +2.1% | +7.4% |
| 3M | +7.3% | +1.6% | +5.7% | +6.1% |
| 6M | +17.9% | +6.5% | +11.4% | +13.7% |
| YTD | +55.4% | +34.8% | +20.6% | +34.8% |
| 1Y | +69.3% | +36.5% | +32.9% | +45.9% |
| 3Y | +82.8% | +49.0% | +33.9% | +48.4% |
| 5Y | +28.8% | +51.7% | -22.9% | +2.4% |
| 10Y | +53.9% | -7.5% | +61.4% | +35.4% |
| All | +53.9% | -8.7% | +62.6% | +35.4% |
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