+153.2%
ECL vs BUD
-23.5%
+176.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -0.8% | +0.8% | -1.5% | -1.0% |
| 30D | -2.5% | -4.8% | +2.3% | -0.8% |
| 3M | +8.3% | +1.4% | +7.0% | +7.7% |
| 6M | -1.1% | +9.9% | -11.0% | -4.6% |
| YTD | +6.5% | +26.3% | -19.8% | -2.4% |
| 1Y | +2.1% | +36.1% | -34.1% | -9.1% |
| 3Y | +57.6% | +48.6% | +9.0% | +33.6% |
| 5Y | +28.1% | +45.0% | -17.0% | +7.7% |
| 10Y | +153.2% | -23.1% | +176.3% | +132.1% |
| All | +153.2% | -23.5% | +176.8% | +132.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling