+185.0%
BNS vs BUD
-22.8%
+207.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -2.2% | -3.2% | +1.0% | -1.0% |
| 30D | +4.5% | -3.7% | +8.2% | +5.9% |
| 3M | +14.9% | -4.4% | +19.3% | +16.4% |
| 6M | +32.5% | +7.7% | +24.7% | +27.6% |
| YTD | +28.6% | +23.1% | +5.6% | +17.1% |
| 1Y | +48.4% | +33.6% | +14.7% | +30.3% |
| 3Y | +130.8% | +44.7% | +86.1% | +91.8% |
| 5Y | +94.8% | +44.9% | +49.9% | +57.9% |
| All | +185.0% | -22.8% | +207.8% | +143.0% |
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