+448.9%
BNS vs BUD
+201.1%
+247.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.2% |
| 7D | +1.5% | +0.3% | +1.3% | +1.4% |
| 30D | +6.0% | -5.7% | +11.6% | +8.3% |
| 3M | +16.3% | +3.1% | +13.2% | +14.4% |
| 6M | +28.8% | +7.9% | +20.9% | +23.9% |
| YTD | +30.0% | +27.3% | +2.6% | +16.5% |
| 1Y | +50.7% | +37.8% | +12.9% | +30.3% |
| 3Y | +125.4% | +49.8% | +75.5% | +84.1% |
| 5Y | +94.2% | +43.8% | +50.4% | +57.9% |
| 10Y | +182.8% | -22.6% | +205.5% | +172.0% |
| All | +448.9% | +201.1% | +247.8% | +166.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling