+101.5%
DG vs BUD
-3.2%
+104.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -2.5% | -1.6% | -0.9% | -2.1% |
| 30D | +7.7% | +6.7% | +1.0% | +6.4% |
| 3M | +13.1% | +5.9% | +7.2% | +11.9% |
| 6M | +32.0% | +5.1% | +27.0% | +30.8% |
| YTD | +3.3% | +32.9% | -29.5% | -2.1% |
| 1Y | +31.7% | +31.8% | -0.2% | +24.9% |
| 3Y | +21.7% | +47.4% | -25.7% | +12.4% |
| 5Y | -34.7% | +50.8% | -85.6% | -40.6% |
| All | +101.5% | -3.2% | +104.7% | +88.4% |
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