+195.6%
EQT vs BUD
+43.7%
+151.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | -1.2% | -3.2% | +2.0% | -0.5% |
| 30D | +1.1% | -3.7% | +4.8% | +1.9% |
| 3M | +4.8% | -4.4% | +9.2% | +5.7% |
| 6M | -10.6% | +7.7% | -18.3% | -12.4% |
| YTD | +3.4% | +23.1% | -19.6% | -2.1% |
| 1Y | +8.7% | +33.6% | -25.0% | +0.5% |
| 3Y | +35.0% | +44.7% | -9.7% | +19.3% |
| All | +195.6% | +43.7% | +151.9% | +164.5% |
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