-22.0%
FND vs BUD
+33.8%
-55.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.4% | -3.1% |
| 7D | -6.8% | +1.0% | -7.8% | -7.6% |
| 30D | +8.0% | +6.7% | +1.3% | +2.7% |
| 3M | -18.9% | +5.7% | -24.6% | -22.4% |
| 6M | +4.7% | +5.8% | -1.1% | -0.2% |
| YTD | -21.6% | +34.4% | -56.0% | -40.8% |
| 1Y | -22.0% | +33.3% | -55.3% | -40.7% |
| All | -22.0% | +33.8% | -55.8% | -40.7% |
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 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