+216.1%
C vs BUD
+51.6%
+164.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | -0.4% | +6.0% | -6.4% | -1.1% |
| 30D | -5.2% | +11.3% | -16.4% | -6.6% |
| 3M | -9.1% | +3.6% | -12.6% | -9.6% |
| 6M | -1.6% | +7.7% | -9.3% | -2.8% |
| YTD | +6.9% | +36.4% | -29.4% | +0.4% |
| 1Y | +23.0% | +37.8% | -14.9% | +15.1% |
| 3Y | +216.1% | +51.2% | +164.9% | +178.5% |
| All | +216.1% | +51.6% | +164.5% | +178.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling