+211.7%
MCD vs BUD
-9.0%
+220.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.1% |
| 7D | +7.1% | +4.5% | +2.7% | +5.8% |
| 30D | +19.8% | +12.5% | +7.3% | +15.8% |
| 3M | +0.8% | 0.0% | +0.8% | +0.7% |
| 6M | -1.3% | +3.8% | -5.1% | -2.6% |
| YTD | -7.8% | +33.1% | -40.8% | -15.3% |
| 1Y | -5.0% | +35.5% | -40.5% | -13.3% |
| 3Y | +10.5% | +49.4% | -38.8% | -3.2% |
| 5Y | +22.0% | +48.0% | -26.1% | +5.3% |
| All | +211.7% | -9.0% | +220.7% | +171.1% |
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