+313.2%
D vs BUD
+214.6%
+98.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | +3.0% | +4.5% | -1.5% | +1.9% |
| 30D | +11.5% | +12.5% | -1.0% | +8.5% |
| 3M | +3.7% | 0.0% | +3.7% | +3.6% |
| 6M | +13.5% | +3.8% | +9.7% | +12.3% |
| YTD | +20.7% | +33.1% | -12.3% | +12.5% |
| 1Y | +18.2% | +35.5% | -17.3% | +9.6% |
| 3Y | +73.3% | +49.4% | +23.9% | +55.8% |
| 5Y | +12.3% | +48.0% | -35.8% | -0.2% |
| 10Y | +43.4% | -8.6% | +52.0% | +36.5% |
| All | +313.2% | +214.6% | +98.5% | +171.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling