-11.3%
LVS vs BUD
-4.5%
-6.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.8% | -0.2% |
| 7D | -1.3% | +0.5% | -1.7% | -1.5% |
| 30D | +12.2% | +7.4% | +4.8% | +7.6% |
| 3M | -11.3% | +4.3% | -15.6% | -13.6% |
| 6M | -21.6% | +5.3% | -26.9% | -24.4% |
| YTD | -36.6% | +33.2% | -69.8% | -47.1% |
| 1Y | -38.4% | +31.8% | -70.2% | -48.3% |
| 3Y | -10.2% | +47.8% | -57.9% | -31.8% |
| 5Y | +9.4% | +50.2% | -40.7% | -19.0% |
| 10Y | -11.3% | -4.8% | -6.5% | -32.1% |
| All | -11.3% | -4.5% | -6.8% | -32.1% |
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 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