+13.7%
DOC vs BUD
-7.7%
+21.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.1% | -1.0% |
| 7D | +6.2% | +7.1% | -0.9% | +3.2% |
| 30D | +6.5% | +12.7% | -6.2% | +1.2% |
| 3M | -6.2% | 0.0% | -6.3% | -6.5% |
| 6M | +25.6% | +7.6% | +18.0% | +21.4% |
| YTD | +32.1% | +35.0% | -2.9% | +15.3% |
| 1Y | +20.3% | +37.6% | -17.3% | +4.0% |
| 3Y | +42.7% | +51.5% | -8.8% | +16.1% |
| 5Y | -22.2% | +50.2% | -72.4% | -37.9% |
| All | +13.7% | -7.7% | +21.4% | -12.0% |
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