+42.5%
BEN vs BUD
+46.3%
-3.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.4% | +3.4% |
| 7D | +0.2% | +0.3% | 0.0% | +0.1% |
| 30D | -0.5% | -5.7% | +5.1% | +1.9% |
| 3M | +9.7% | +3.1% | +6.6% | +7.7% |
| 6M | +33.9% | +7.9% | +26.0% | +28.4% |
| YTD | +49.0% | +27.3% | +21.6% | +31.9% |
| 1Y | +42.1% | +37.8% | +4.3% | +20.9% |
| 3Y | +51.9% | +49.8% | +2.0% | +20.0% |
| All | +42.5% | +46.3% | -3.9% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling