+82.5%
IAG vs BUD
+215.1%
-132.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.3% | -0.1% | -1.7% |
| 7D | +3.4% | +0.5% | +2.9% | +3.2% |
| 30D | -2.7% | +7.4% | -10.1% | -4.9% |
| 3M | -0.5% | +4.3% | -4.8% | -2.1% |
| 6M | -4.8% | +5.3% | -10.1% | -7.0% |
| YTD | +9.6% | +33.2% | -23.7% | -0.3% |
| 1Y | +32.2% | +31.8% | +0.4% | +20.6% |
| 3Y | +692.5% | +47.8% | +644.8% | +597.2% |
| 5Y | +447.6% | +50.2% | +397.4% | +372.9% |
| 10Y | +403.3% | -4.8% | +408.1% | +375.4% |
| All | +82.5% | +215.1% | -132.6% | -7.3% |
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