+38.9%
BUD vs FGI
-66.3%
+105.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -0.3% |
| 7D | -1.6% | +13.5% | -15.1% | -1.6% |
| 30D | +6.7% | +17.1% | -10.5% | +6.6% |
| 3M | +5.9% | +78.0% | -72.1% | +5.7% |
| 6M | +5.1% | +46.4% | -41.4% | +4.9% |
| YTD | +32.9% | +47.7% | -14.8% | +32.6% |
| 1Y | +31.8% | +56.8% | -25.0% | +31.6% |
| 3Y | +47.4% | +12.3% | +35.1% | +47.2% |
| All | +38.9% | -66.3% | +105.3% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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