+151.4%
EXE vs BUD
+39.0%
+112.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +3.6% | -1.6% | +5.1% | +3.9% |
| 30D | -4.3% | +6.7% | -11.0% | -5.8% |
| 3M | -7.7% | +5.9% | -13.5% | -9.0% |
| 6M | -7.2% | +5.1% | -12.3% | -8.6% |
| YTD | -18.5% | +32.9% | -51.4% | -24.6% |
| 1Y | -24.4% | +31.8% | -56.2% | -29.9% |
| 3Y | +21.6% | +47.4% | -25.8% | +7.8% |
| 5Y | +77.3% | +50.8% | +26.5% | +51.6% |
| All | +151.4% | +39.0% | +112.3% | +120.8% |
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