+233.8%
LOW vs BUD
-24.2%
+258.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.3% |
| 7D | -0.6% | -1.3% | +0.7% | -0.1% |
| 30D | -9.3% | -6.1% | -3.1% | -7.2% |
| 3M | -8.1% | -3.8% | -4.3% | -6.9% |
| 6M | -19.8% | +8.2% | -27.9% | -22.2% |
| YTD | -16.4% | +23.6% | -39.9% | -22.7% |
| 1Y | -24.7% | +33.4% | -58.1% | -32.3% |
| 3Y | -8.8% | +45.3% | -54.1% | -22.1% |
| 5Y | +7.8% | +44.3% | -36.5% | -9.5% |
| 10Y | +233.8% | -22.8% | +256.6% | +187.6% |
| All | +233.8% | -24.2% | +258.0% | +187.6% |
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