+477.8%
BHP vs BUD
-22.8%
+500.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.1% |
| 7D | -3.7% | -3.2% | -0.5% | -2.4% |
| 30D | -0.8% | -3.7% | +2.8% | +0.7% |
| 3M | +7.6% | -4.4% | +12.0% | +9.3% |
| 6M | +20.8% | +7.7% | +13.1% | +16.2% |
| YTD | +50.8% | +23.1% | +27.7% | +36.5% |
| 1Y | +70.9% | +33.6% | +37.3% | +48.7% |
| 3Y | +78.0% | +44.7% | +33.3% | +46.7% |
| 5Y | +113.1% | +44.9% | +68.2% | +71.5% |
| All | +477.8% | -22.8% | +500.6% | +441.6% |
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 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