+36.3%
DIS vs BUD
-4.3%
+40.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.3% |
| 7D | +4.4% | +6.0% | -1.6% | +2.2% |
| 30D | +10.3% | +11.3% | -0.9% | +6.0% |
| 3M | +15.5% | +3.6% | +12.0% | +13.9% |
| 6M | +11.2% | +7.7% | +3.5% | +7.8% |
| YTD | +5.6% | +36.4% | -30.8% | -6.6% |
| 1Y | +7.7% | +37.8% | -30.1% | -5.2% |
| 3Y | +39.3% | +51.2% | -12.0% | +15.4% |
| 5Y | -29.5% | +53.4% | -82.9% | -42.9% |
| 10Y | +36.3% | -3.2% | +39.5% | +16.3% |
| All | +36.3% | -4.3% | +40.5% | +16.3% |
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