+349.8%
EAT vs BUD
-8.7%
+358.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -2.4% |
| 7D | -3.9% | +1.3% | -5.3% | -4.8% |
| 30D | +5.0% | +10.0% | -5.1% | -1.8% |
| 3M | -9.6% | +1.6% | -11.2% | -11.1% |
| 6M | +46.8% | +6.5% | +40.3% | +39.0% |
| YTD | +41.8% | +34.8% | +7.0% | +13.3% |
| 1Y | +98.3% | +36.5% | +61.8% | +56.5% |
| 3Y | +503.1% | +49.0% | +454.1% | +326.2% |
| 5Y | +356.7% | +51.7% | +305.0% | +209.2% |
| 10Y | +349.8% | -7.5% | +357.3% | +173.9% |
| All | +349.8% | -8.7% | +358.5% | +173.9% |
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 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