+548.8%
LNG vs BUD
-22.8%
+571.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -4.5% | -3.2% | -1.3% | -3.7% |
| 30D | +4.7% | -3.7% | +8.3% | +5.6% |
| 3M | +15.1% | -4.4% | +19.6% | +16.2% |
| 6M | +13.6% | +7.7% | +5.8% | +10.5% |
| YTD | +44.0% | +23.1% | +20.9% | +34.7% |
| 1Y | +18.4% | +33.6% | -15.3% | +7.9% |
| 3Y | +75.9% | +44.7% | +31.2% | +52.8% |
| 5Y | +231.7% | +44.9% | +186.7% | +180.6% |
| All | +548.8% | -22.8% | +571.7% | +511.7% |
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