-23.7%
MKC vs BUD
+33.8%
-57.5%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | +0.1% |
| 7D | -4.3% | -1.3% | -3.0% | -3.8% |
| 30D | -3.1% | -6.1% | +3.0% | -0.5% |
| 3M | +6.8% | -3.8% | +10.6% | +8.2% |
| 6M | -18.3% | +8.2% | -26.5% | -21.4% |
| YTD | -23.1% | +23.6% | -46.6% | -29.1% |
| 1Y | -23.7% | +33.4% | -57.1% | -29.9% |
| All | -23.7% | +33.8% | -57.5% | -29.9% |
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