+209.9%
BKNG vs BUD
-22.8%
+232.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.7% |
| 7D | -10.7% | -3.2% | -7.5% | -9.3% |
| 30D | -18.1% | -3.7% | -14.4% | -16.7% |
| 3M | +8.5% | -4.4% | +13.0% | +10.7% |
| 6M | -0.1% | +7.7% | -7.8% | -4.0% |
| YTD | -18.2% | +23.1% | -41.3% | -26.7% |
| 1Y | -19.9% | +33.6% | -53.5% | -31.1% |
| 3Y | +41.6% | +44.7% | -3.1% | +12.6% |
| 5Y | +93.1% | +44.9% | +48.2% | +50.7% |
| All | +209.9% | -22.8% | +232.7% | +169.6% |
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