-97.3%
IRE vs BUD
+37.6%
-135.0%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | -2.3% | +14.4% | +10.5% |
| 7D | -15.1% | +0.5% | -15.6% | -14.1% |
| 30D | -71.4% | +7.4% | -78.8% | -70.5% |
| 3M | -81.2% | +4.3% | -85.5% | -80.4% |
| 6M | -93.7% | +5.3% | -99.0% | -93.6% |
| YTD | -92.2% | +33.2% | -125.5% | -90.5% |
| 1Y | -97.3% | +31.8% | -129.0% | -96.3% |
| All | -97.3% | +37.6% | -135.0% | -96.6% |
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 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