+1,375.5%
BR vs BUD
+201.1%
+1,174.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -5.3% | +0.3% | -5.6% | -5.4% |
| 30D | +6.4% | -5.7% | +12.1% | +8.2% |
| 3M | +13.6% | +3.1% | +10.5% | +12.5% |
| 6M | -6.7% | +7.9% | -14.6% | -9.2% |
| YTD | -21.1% | +27.3% | -48.4% | -27.1% |
| 1Y | -29.6% | +37.8% | -67.4% | -36.5% |
| 3Y | -2.4% | +49.8% | -52.2% | -15.4% |
| 5Y | +11.2% | +43.8% | -32.6% | -4.0% |
| 10Y | +191.8% | -22.6% | +214.4% | +193.2% |
| All | +1,375.5% | +201.1% | +1,174.4% | +871.6% |
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