+32.9%
DIS vs BUD
-4.5%
+37.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.2% |
| 7D | +0.6% | +0.5% | +0.1% | +0.4% |
| 30D | +10.3% | +7.4% | +2.9% | +7.3% |
| 3M | +15.6% | +4.3% | +11.3% | +13.6% |
| 6M | +15.1% | +5.3% | +9.8% | +12.6% |
| YTD | +6.0% | +33.2% | -27.3% | -5.5% |
| 1Y | +5.7% | +31.8% | -26.1% | -5.5% |
| 3Y | +39.8% | +47.8% | -8.0% | +16.8% |
| 5Y | -23.9% | +50.2% | -74.0% | -37.9% |
| 10Y | +32.9% | -4.8% | +37.7% | +14.3% |
| All | +32.9% | -4.5% | +37.4% | +14.3% |
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