+680.0%
BX vs BUD
-4.5%
+684.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.5% |
| 7D | -2.8% | +0.5% | -3.3% | -3.1% |
| 30D | +7.3% | +7.4% | -0.1% | +4.1% |
| 3M | -16.3% | +4.3% | -20.6% | -17.8% |
| 6M | +2.5% | +5.3% | -2.8% | -0.4% |
| YTD | -17.6% | +33.2% | -50.8% | -28.2% |
| 1Y | -12.4% | +31.8% | -44.1% | -23.4% |
| 3Y | +36.2% | +47.8% | -11.6% | +10.4% |
| 5Y | +3.0% | +50.2% | -47.2% | -17.9% |
| 10Y | +680.0% | -4.8% | +684.8% | +559.6% |
| All | +680.0% | -4.5% | +684.5% | +559.6% |
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 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