+189.8%
BR vs BUD
-24.2%
+214.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.2% |
| 7D | -5.0% | -1.3% | -3.7% | -4.7% |
| 30D | -2.5% | -6.1% | +3.7% | -0.9% |
| 3M | +13.5% | -3.8% | +17.2% | +14.5% |
| 6M | -9.4% | +8.2% | -17.6% | -11.6% |
| YTD | -23.3% | +23.6% | -46.9% | -27.9% |
| 1Y | -31.6% | +33.4% | -65.0% | -37.1% |
| 3Y | -5.1% | +45.3% | -50.4% | -15.8% |
| 5Y | +8.2% | +44.3% | -36.1% | -5.3% |
| 10Y | +189.8% | -22.8% | +212.6% | +186.5% |
| All | +189.8% | -24.2% | +214.0% | +186.5% |
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 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