+38.8%
M vs BUD
+36.8%
+2.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +4.7% | +0.3% | +4.5% | +4.6% |
| 30D | -9.6% | -5.7% | -4.0% | -8.3% |
| 3M | +0.9% | +3.1% | -2.3% | +0.3% |
| 6M | +22.3% | +7.9% | +14.4% | +20.0% |
| YTD | +6.5% | +27.3% | -20.8% | -4.7% |
| 1Y | +38.8% | +37.8% | +1.0% | +21.7% |
| All | +38.8% | +36.8% | +2.0% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling