+163.2%
MDY vs BUD
-2.1%
+165.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | +2.3% | +1.0% | +1.2% | +1.9% |
| 30D | +2.0% | +6.7% | -4.7% | -0.7% |
| 3M | -5.6% | +5.7% | -11.3% | -8.0% |
| 6M | +1.3% | +5.8% | -4.5% | -1.7% |
| YTD | +12.3% | +34.4% | -22.1% | -1.3% |
| 1Y | +15.8% | +33.3% | -17.5% | +2.0% |
| 3Y | +56.5% | +48.8% | +7.7% | +28.9% |
| 5Y | +35.1% | +52.5% | -17.4% | +8.1% |
| All | +163.2% | -2.1% | +165.3% | +114.6% |
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 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