+261.6%
BN vs BUD
-23.5%
+285.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.2% |
| 7D | -1.2% | +0.8% | -1.9% | -1.5% |
| 30D | -10.9% | -4.8% | -6.1% | -8.8% |
| 3M | -11.1% | +1.4% | -12.4% | -12.0% |
| 6M | -4.4% | +9.9% | -14.2% | -9.4% |
| YTD | -14.1% | +26.3% | -40.5% | -24.5% |
| 1Y | -11.1% | +36.1% | -47.2% | -25.0% |
| 3Y | +75.6% | +48.6% | +27.0% | +38.4% |
| 5Y | +35.8% | +45.0% | -9.2% | +6.8% |
| 10Y | +261.6% | -23.1% | +284.7% | +228.4% |
| All | +261.6% | -23.5% | +285.1% | +228.4% |
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