+189.3%
BEN vs BUD
+218.9%
-29.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +5.0% | +5.7% |
| 7D | +12.2% | +1.3% | +10.9% | +11.4% |
| 30D | +12.1% | +10.0% | +2.1% | +6.6% |
| 3M | +7.3% | +1.6% | +5.7% | +5.8% |
| 6M | +17.9% | +6.5% | +11.4% | +12.9% |
| YTD | +55.4% | +34.8% | +20.6% | +31.4% |
| 1Y | +69.3% | +36.5% | +32.9% | +42.1% |
| 3Y | +82.8% | +49.0% | +33.9% | +43.0% |
| 5Y | +28.8% | +51.7% | -22.9% | -1.6% |
| 10Y | +53.9% | -7.5% | +61.4% | +43.5% |
| All | +189.3% | +218.9% | -29.6% | +20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling