+39.6%
DUK vs BUD
+44.7%
-5.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.3% |
| 7D | -0.1% | -1.3% | +1.2% | +0.1% |
| 30D | +0.2% | -6.1% | +6.4% | +1.4% |
| 3M | -1.9% | -3.8% | +1.9% | -1.3% |
| 6M | -6.5% | +8.2% | -14.7% | -8.1% |
| YTD | +5.4% | +23.6% | -18.1% | +1.1% |
| 1Y | +3.6% | +33.4% | -29.9% | -2.2% |
| 3Y | +48.1% | +45.3% | +2.8% | +36.2% |
| 5Y | +39.6% | +44.3% | -4.7% | +24.3% |
| All | +39.6% | +44.7% | -5.2% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling