+173.7%
ET vs BUD
-24.2%
+197.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | +0.6% | -1.3% | +2.0% | +1.1% |
| 30D | +5.3% | -6.1% | +11.4% | +7.6% |
| 3M | +15.6% | -3.8% | +19.4% | +16.9% |
| 6M | +20.6% | +8.2% | +12.4% | +16.0% |
| YTD | +38.5% | +23.6% | +15.0% | +26.4% |
| 1Y | +35.7% | +33.4% | +2.3% | +19.9% |
| 3Y | +98.4% | +45.3% | +53.0% | +64.1% |
| 5Y | +245.3% | +44.3% | +201.0% | +177.6% |
| 10Y | +173.7% | -22.8% | +196.5% | +142.0% |
| All | +173.7% | -24.2% | +197.9% | +142.0% |
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