+214.8%
MAS vs BUD
-4.3%
+219.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.7% |
| 7D | +3.6% | +6.0% | -2.5% | +1.5% |
| 30D | +23.8% | +11.3% | +12.5% | +19.3% |
| 3M | +14.4% | +3.6% | +10.9% | +12.9% |
| 6M | +19.7% | +7.7% | +12.0% | +16.3% |
| YTD | +36.0% | +36.4% | -0.4% | +21.7% |
| 1Y | +40.4% | +37.8% | +2.5% | +25.1% |
| 3Y | +58.9% | +51.2% | +7.7% | +34.7% |
| 5Y | +44.5% | +53.4% | -8.9% | +20.1% |
| 10Y | +214.8% | -3.2% | +218.0% | +182.8% |
| All | +214.8% | -4.3% | +219.1% | +182.8% |
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