+143.7%
LEN vs BUD
-4.3%
+148.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -5.9% |
| 7D | +0.7% | +6.0% | -5.4% | -2.2% |
| 30D | +13.0% | +11.3% | +1.7% | +7.4% |
| 3M | +1.9% | +3.6% | -1.7% | +0.1% |
| 6M | -0.7% | +7.7% | -8.4% | -4.5% |
| YTD | -13.8% | +36.4% | -50.2% | -26.1% |
| 1Y | -28.1% | +37.8% | -65.9% | -38.6% |
| 3Y | -22.8% | +51.2% | -74.1% | -38.4% |
| 5Y | -7.4% | +53.4% | -60.8% | -27.9% |
| 10Y | +143.7% | -3.2% | +146.9% | +85.2% |
| All | +143.7% | -4.3% | +148.0% | +85.2% |
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