+349.0%
BHP vs BUD
-4.5%
+353.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.4% | +2.1% |
| 7D | +2.4% | +0.5% | +1.9% | +2.1% |
| 30D | -5.4% | +7.4% | -12.8% | -8.6% |
| 3M | -6.9% | +4.3% | -11.2% | -9.1% |
| 6M | -4.3% | +5.3% | -9.6% | -7.4% |
| YTD | +41.6% | +33.2% | +8.4% | +23.2% |
| 1Y | +53.3% | +31.8% | +21.6% | +33.9% |
| 3Y | +58.4% | +47.8% | +10.6% | +29.0% |
| 5Y | +121.3% | +50.2% | +71.1% | +75.1% |
| 10Y | +349.0% | -4.8% | +353.8% | +277.3% |
| All | +349.0% | -4.5% | +353.5% | +277.3% |
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