+732.8%
BNY vs BUD
+192.2%
+540.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.7% |
| 7D | +0.3% | -1.3% | +1.6% | +0.9% |
| 30D | +1.9% | -6.1% | +8.1% | +4.6% |
| 3M | +13.9% | -3.8% | +17.6% | +15.3% |
| 6M | +42.3% | +8.2% | +34.1% | +36.2% |
| YTD | +41.7% | +23.6% | +18.2% | +27.3% |
| 1Y | +57.8% | +33.4% | +24.4% | +36.5% |
| 3Y | +290.4% | +45.3% | +245.1% | +216.0% |
| 5Y | +252.0% | +44.3% | +207.7% | +181.0% |
| 10Y | +412.4% | -22.8% | +435.1% | +401.2% |
| All | +732.8% | +192.2% | +540.5% | +323.4% |
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 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