+57.4%
MAR vs BUD
+38.4%
+19.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.1% | -1.1% | +0.9% |
| 7D | +7.7% | +3.3% | +4.4% | +6.4% |
| 30D | +19.4% | +11.8% | +7.6% | +14.1% |
| 3M | +23.3% | -1.1% | +24.4% | +23.8% |
| 6M | +22.8% | +14.9% | +8.0% | +15.5% |
| YTD | +37.8% | +32.6% | +5.2% | +13.5% |
| 1Y | +57.4% | +37.2% | +20.2% | +26.2% |
| All | +57.4% | +38.4% | +19.0% | +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 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