+406.7%
BNY vs BUD
-22.3%
+429.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -1.3% | -2.6% | +1.3% | -0.3% |
| 30D | -0.2% | -1.2% | +1.0% | +0.2% |
| 3M | +14.9% | -4.9% | +19.8% | +16.7% |
| 6M | +40.0% | +9.3% | +30.7% | +34.0% |
| YTD | +42.0% | +24.0% | +18.0% | +28.6% |
| 1Y | +56.9% | +34.5% | +22.3% | +37.0% |
| 3Y | +289.9% | +43.7% | +246.2% | +222.9% |
| 5Y | +259.2% | +46.0% | +213.2% | +190.8% |
| All | +406.7% | -22.3% | +429.0% | +312.7% |
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