-0.8%
F vs BUD
+36.0%
-36.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.2% |
| 7D | +1.6% | +4.5% | -2.9% | 0.0% |
| 30D | +2.6% | +12.5% | -9.9% | -1.8% |
| 3M | -8.8% | 0.0% | -8.8% | -9.1% |
| 6M | +4.6% | +3.8% | +0.8% | +2.5% |
| YTD | -1.9% | +33.1% | -34.9% | -13.8% |
| 1Y | -0.8% | +35.5% | -36.3% | -14.1% |
| All | -0.8% | +36.0% | -36.7% | -14.1% |
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 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