+7.8%
EQT vs BUD
+36.8%
-29.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +1.1% | +0.3% | +0.8% | +1.1% |
| 30D | +7.7% | -5.7% | +13.4% | +7.7% |
| 3M | +0.2% | +3.1% | -2.9% | +0.4% |
| 6M | -9.5% | +7.9% | -17.4% | -8.8% |
| YTD | +3.8% | +27.3% | -23.5% | +6.3% |
| 1Y | +7.8% | +37.8% | -30.0% | +12.2% |
| All | +7.8% | +36.8% | -29.1% | +12.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling