+123.9%
BHP vs BUD
+45.2%
+78.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.0% |
| 7D | +1.3% | +0.8% | +0.5% | +1.0% |
| 30D | +4.0% | -4.8% | +8.8% | +5.9% |
| 3M | +12.3% | +1.4% | +10.9% | +11.3% |
| 6M | +30.8% | +9.9% | +21.0% | +25.2% |
| YTD | +58.8% | +26.3% | +32.4% | +43.5% |
| 1Y | +76.8% | +36.1% | +40.7% | +54.7% |
| 3Y | +87.5% | +48.6% | +38.9% | +55.4% |
| 5Y | +123.9% | +45.0% | +78.9% | +80.6% |
| All | +123.9% | +45.2% | +78.7% | +80.6% |
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 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