-4.0%
M vs BUD
-23.7%
+19.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +4.7% | +0.3% | +4.5% | +4.5% |
| 30D | -9.6% | -5.7% | -4.0% | -6.7% |
| 3M | +0.9% | +3.1% | -2.3% | -1.1% |
| 6M | +22.3% | +7.9% | +14.4% | +15.8% |
| YTD | +6.5% | +27.3% | -20.8% | -8.7% |
| 1Y | +38.8% | +37.8% | +1.0% | +13.4% |
| 3Y | +115.9% | +49.8% | +66.1% | +59.6% |
| 5Y | +28.6% | +43.8% | -15.2% | -3.5% |
| All | -4.0% | -23.7% | +19.7% | -26.2% |
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