-34.2%
MKC vs BUD
+45.2%
-79.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.4% | -0.1% |
| 7D | -4.3% | +0.8% | -5.1% | -4.6% |
| 30D | -2.0% | -4.8% | +2.8% | -0.6% |
| 3M | +10.0% | +1.4% | +8.6% | +9.4% |
| 6M | -18.5% | +9.9% | -28.4% | -21.0% |
| YTD | -22.4% | +26.3% | -48.8% | -27.5% |
| 1Y | -23.6% | +36.1% | -59.8% | -30.2% |
| 3Y | -30.4% | +48.6% | -79.0% | -38.7% |
| 5Y | -34.2% | +45.0% | -79.2% | -43.3% |
| All | -34.2% | +45.2% | -79.4% | -43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling