+1,534.2%
BR vs BUD
+214.2%
+1,319.9%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.3% | -1.6% | +0.3% | -0.8% |
| 30D | +13.7% | +6.7% | +7.0% | +11.6% |
| 3M | +13.8% | +5.9% | +7.9% | +12.0% |
| 6M | +29.7% | +5.1% | +24.6% | +27.6% |
| YTD | -12.6% | +32.9% | -45.5% | -20.2% |
| 1Y | -12.4% | +31.8% | -44.3% | -19.9% |
| 3Y | +14.1% | +47.4% | -33.3% | -0.4% |
| 5Y | +18.7% | +50.8% | -32.1% | +1.3% |
| 10Y | +276.2% | -5.1% | +281.3% | +252.8% |
| All | +1,534.2% | +214.2% | +1,319.9% | +962.8% |
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