+27.4%
M vs BUD
+33.8%
-6.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | +7.0% | +1.0% | +6.0% | +6.7% |
| 30D | +8.9% | +6.7% | +2.2% | +6.7% |
| 3M | +4.5% | +5.7% | -1.2% | +2.7% |
| 6M | +36.2% | +5.8% | +30.4% | +33.5% |
| YTD | +15.1% | +34.4% | -19.3% | -4.0% |
| 1Y | +27.4% | +33.3% | -5.8% | +7.6% |
| All | +27.4% | +33.8% | -6.3% | +7.6% |
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