+31.6%
LNT vs BUD
+44.7%
-13.1%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.6% |
| 7D | +0.2% | -1.3% | +1.5% | +0.5% |
| 30D | -0.5% | -6.1% | +5.6% | +0.9% |
| 3M | -5.5% | -3.8% | -1.8% | -4.8% |
| 6M | -3.8% | +8.2% | -12.0% | -5.9% |
| YTD | +6.8% | +23.6% | -16.7% | +1.2% |
| 1Y | +9.3% | +33.4% | -24.1% | +1.6% |
| 3Y | +47.9% | +45.3% | +2.6% | +33.1% |
| 5Y | +31.6% | +44.3% | -12.7% | +14.1% |
| All | +31.6% | +44.7% | -13.1% | +14.1% |
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