+48.5%
FND vs BUD
-16.4%
+64.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.6% |
| 7D | -0.8% | -1.3% | +0.5% | 0.0% |
| 30D | -19.6% | -6.1% | -13.4% | -16.6% |
| 3M | -4.3% | -3.8% | -0.6% | -2.1% |
| 6M | -20.4% | +8.2% | -28.6% | -23.9% |
| YTD | -21.9% | +23.6% | -45.4% | -30.7% |
| 1Y | -45.2% | +33.4% | -78.6% | -53.5% |
| 3Y | -49.2% | +45.3% | -94.6% | -60.2% |
| 5Y | -61.8% | +44.3% | -106.1% | -70.5% |
| All | +48.5% | -16.4% | +64.9% | +31.9% |
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