+2,273.1%
DE vs BUD
+201.1%
+2,072.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +10.0% | +0.3% | +9.8% | +9.9% |
| 30D | +13.3% | -5.7% | +19.0% | +15.9% |
| 3M | +17.5% | +3.1% | +14.4% | +15.5% |
| 6M | +13.6% | +7.9% | +5.7% | +9.0% |
| YTD | +49.8% | +27.3% | +22.5% | +34.0% |
| 1Y | +47.9% | +37.8% | +10.1% | +27.8% |
| 3Y | +72.5% | +49.8% | +22.7% | +40.2% |
| 5Y | +90.2% | +43.8% | +46.4% | +53.3% |
| 10Y | +865.4% | -22.6% | +888.0% | +858.8% |
| All | +2,273.1% | +201.1% | +2,072.0% | +873.2% |
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