-34.0%
FND vs BUD
+46.6%
-80.6%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.0% | +0.3% |
| 7D | +7.7% | +4.5% | +3.2% | +5.3% |
| 30D | +11.9% | +12.5% | -0.7% | +5.2% |
| 3M | -14.6% | 0.0% | -14.6% | -14.7% |
| 6M | +0.5% | +3.8% | -3.3% | -1.5% |
| YTD | -15.8% | +33.1% | -48.9% | -26.3% |
| 1Y | -12.9% | +35.5% | -48.4% | -24.3% |
| All | -34.0% | +46.6% | -80.6% | -48.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling