+216.0%
C vs BUD
+49.6%
+166.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.2% |
| 7D | +4.2% | +1.0% | +3.2% | +4.0% |
| 30D | +2.0% | +6.7% | -4.7% | +1.0% |
| 3M | -10.1% | +5.7% | -15.8% | -10.9% |
| 6M | +1.0% | +5.8% | -4.8% | -0.1% |
| YTD | +8.5% | +34.4% | -25.9% | +2.0% |
| 1Y | +25.7% | +33.3% | -7.5% | +18.4% |
| 3Y | +216.0% | +48.8% | +167.2% | +179.0% |
| All | +216.0% | +49.6% | +166.4% | +179.0% |
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 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