+278.9%
BR vs BUD
-4.5%
+283.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.5% |
| 7D | +1.9% | +0.5% | +1.4% | +1.8% |
| 30D | +15.9% | +7.4% | +8.5% | +13.8% |
| 3M | +13.7% | +4.3% | +9.3% | +12.4% |
| 6M | +31.0% | +5.3% | +25.7% | +29.1% |
| YTD | -12.0% | +33.2% | -45.2% | -18.8% |
| 1Y | -11.5% | +31.8% | -43.3% | -18.2% |
| 3Y | +14.9% | +47.8% | -32.8% | +1.9% |
| 5Y | +20.1% | +50.2% | -30.1% | +4.4% |
| 10Y | +278.9% | -4.8% | +283.7% | +254.0% |
| All | +278.9% | -4.5% | +283.4% | +254.0% |
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