+642.7%
BX vs BUD
-22.8%
+665.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.7% |
| 7D | -8.9% | -3.2% | -5.7% | -7.7% |
| 30D | -14.8% | -3.7% | -11.1% | -13.5% |
| 3M | +6.9% | -4.4% | +11.4% | +8.4% |
| 6M | +16.3% | +7.7% | +8.6% | +11.7% |
| YTD | -16.1% | +23.1% | -39.1% | -24.3% |
| 1Y | -26.8% | +33.6% | -60.4% | -36.5% |
| 3Y | +22.4% | +44.7% | -22.3% | 0.0% |
| 5Y | +16.0% | +44.9% | -28.9% | -6.0% |
| All | +642.7% | -22.8% | +665.5% | +532.0% |
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