+18,329.1%
FIX vs BUD
+201.1%
+18,128.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +6.0% | +0.3% | +5.8% | +5.9% |
| 30D | -7.2% | -5.7% | -1.6% | -5.0% |
| 3M | -15.9% | +3.1% | -19.0% | -18.0% |
| 6M | +12.7% | +7.9% | +4.9% | +7.5% |
| YTD | +72.8% | +27.3% | +45.5% | +51.8% |
| 1Y | +122.9% | +37.8% | +85.1% | +87.4% |
| 3Y | +774.3% | +49.8% | +724.5% | +574.0% |
| 5Y | +2,049.5% | +43.8% | +2,005.6% | +1,550.3% |
| 10Y | +5,821.5% | -22.6% | +5,844.1% | +5,551.7% |
| All | +18,329.1% | +201.1% | +18,128.0% | +6,889.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling