+193.4%
BNS vs BUD
-2.1%
+195.4%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | +0.9% | +1.0% | -0.1% | +0.5% |
| 30D | +2.8% | +6.7% | -3.9% | 0.0% |
| 3M | +3.0% | +5.7% | -2.7% | +0.4% |
| 6M | +23.3% | +5.8% | +17.5% | +19.6% |
| YTD | +29.3% | +34.4% | -5.1% | +13.5% |
| 1Y | +41.7% | +33.3% | +8.4% | +24.5% |
| 3Y | +147.7% | +48.8% | +98.9% | +103.6% |
| 5Y | +79.4% | +52.5% | +26.8% | +42.8% |
| All | +193.4% | -2.1% | +195.4% | +127.7% |
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