-11.8%
LVS vs BUD
-3.2%
-8.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -2.0% | -2.1% |
| 7D | -3.9% | -1.6% | -2.3% | -3.1% |
| 30D | +7.1% | +6.7% | +0.4% | +3.1% |
| 3M | -13.2% | +5.9% | -19.1% | -16.2% |
| 6M | -22.8% | +5.1% | -27.9% | -25.5% |
| YTD | -38.0% | +32.9% | -70.9% | -48.2% |
| 1Y | -39.5% | +31.8% | -71.3% | -49.3% |
| 3Y | -12.2% | +47.4% | -59.5% | -33.2% |
| 5Y | +6.4% | +50.8% | -44.4% | -21.5% |
| All | -11.8% | -3.2% | -8.6% | -35.4% |
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