+220.1%
C vs BUD
-8.7%
+228.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.1% | +1.8% |
| 7D | -0.9% | +1.3% | -2.3% | -1.7% |
| 30D | -5.4% | +10.0% | -15.4% | -10.2% |
| 3M | -9.2% | +1.6% | -10.7% | -10.4% |
| 6M | -1.8% | +6.5% | -8.3% | -6.0% |
| YTD | +6.7% | +34.8% | -28.2% | -11.0% |
| 1Y | +23.5% | +36.5% | -12.9% | +2.2% |
| 3Y | +219.8% | +49.0% | +170.8% | +142.9% |
| 5Y | +112.4% | +51.7% | +60.7% | +55.6% |
| 10Y | +220.1% | -7.5% | +227.6% | +133.9% |
| All | +220.1% | -8.7% | +228.8% | +133.9% |
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