+905.8%
LNT vs BUD
+222.5%
+683.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | +1.6% | +6.0% | -4.5% | +0.1% |
| 30D | +12.1% | +11.3% | +0.8% | +9.1% |
| 3M | +8.2% | +3.6% | +4.6% | +7.1% |
| 6M | +3.6% | +7.7% | -4.1% | +1.5% |
| YTD | +16.2% | +36.4% | -20.2% | +7.0% |
| 1Y | +12.8% | +37.8% | -25.1% | +3.6% |
| 3Y | +66.5% | +51.2% | +15.3% | +47.9% |
| 5Y | +53.8% | +53.4% | +0.4% | +34.2% |
| 10Y | +182.5% | -3.2% | +185.7% | +163.6% |
| All | +905.8% | +222.5% | +683.3% | +524.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling