-10.9%
LEN vs BUD
+45.2%
-56.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.1% | -3.5% |
| 7D | -2.9% | +0.8% | -3.6% | -3.2% |
| 30D | -8.9% | -4.8% | -4.0% | -6.7% |
| 3M | -10.9% | +1.4% | -12.3% | -11.6% |
| 6M | -19.7% | +9.9% | -29.5% | -23.5% |
| YTD | -20.6% | +26.3% | -46.9% | -29.1% |
| 1Y | -42.4% | +36.1% | -78.6% | -50.3% |
| 3Y | -26.5% | +48.6% | -75.1% | -40.8% |
| 5Y | -10.9% | +45.0% | -55.9% | -29.8% |
| All | -10.9% | +45.2% | -56.1% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling