+1,447.0%
JBL vs BUD
-22.8%
+1,469.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.3% | -2.6% |
| 7D | -1.0% | -3.2% | +2.2% | +0.4% |
| 30D | -15.1% | -3.7% | -11.4% | -13.8% |
| 3M | -14.0% | -4.4% | -9.6% | -13.0% |
| 6M | +20.6% | +7.7% | +12.9% | +15.2% |
| YTD | +32.9% | +23.1% | +9.8% | +19.0% |
| 1Y | +40.5% | +33.6% | +6.9% | +20.6% |
| 3Y | +183.7% | +44.7% | +139.0% | +125.0% |
| 5Y | +388.3% | +44.9% | +343.4% | +277.8% |
| All | +1,447.0% | -22.8% | +1,469.8% | +1,206.4% |
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