+2.1%
BTI vs BUD
+34.1%
-32.0%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.2% | +0.7% | -0.5% |
| 7D | -2.4% | -1.3% | -1.1% | -1.8% |
| 30D | -4.8% | -6.1% | +1.4% | -1.9% |
| 3M | -8.1% | -3.8% | -4.4% | -6.4% |
| 6M | -4.2% | +8.2% | -12.4% | -6.6% |
| YTD | -1.3% | +23.6% | -24.9% | -7.9% |
| All | +2.1% | +34.1% | -32.0% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling