+59.9%
DIA vs BUD
+48.7%
+11.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.0% |
| 7D | +0.1% | +0.8% | -0.7% | -0.1% |
| 30D | -2.1% | -4.8% | +2.7% | -1.3% |
| 3M | +4.2% | +1.4% | +2.8% | +3.7% |
| 6M | +11.9% | +9.9% | +2.0% | +9.6% |
| YTD | +10.8% | +26.3% | -15.5% | +5.7% |
| 1Y | +17.5% | +36.1% | -18.6% | +10.5% |
| 3Y | +59.9% | +48.6% | +11.4% | +44.9% |
| All | +59.9% | +48.7% | +11.3% | +44.9% |
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