-4.4%
LVS vs BUD
+48.7%
-53.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +0.3% | +0.8% | -0.4% | +0.1% |
| 30D | -3.9% | -4.8% | +0.9% | -2.6% |
| 3M | -12.9% | +1.4% | -14.2% | -13.3% |
| 6M | -16.9% | +9.9% | -26.8% | -19.5% |
| YTD | -31.2% | +26.3% | -57.6% | -36.5% |
| 1Y | -16.4% | +36.1% | -52.6% | -24.8% |
| 3Y | -4.4% | +48.6% | -53.0% | -19.3% |
| All | -4.4% | +48.7% | -53.1% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling