+300.8%
MKC vs BUD
+214.2%
+86.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -1.1% |
| 7D | -7.3% | -1.6% | -5.7% | -6.9% |
| 30D | +4.0% | +6.7% | -2.7% | +2.2% |
| 3M | -11.5% | +5.9% | -17.3% | -12.8% |
| 6M | +1.1% | +5.1% | -4.0% | -0.4% |
| YTD | -29.9% | +32.9% | -62.8% | -35.0% |
| 1Y | -27.0% | +31.8% | -58.8% | -32.2% |
| 3Y | -22.3% | +47.4% | -69.7% | -30.6% |
| 5Y | -36.0% | +50.8% | -86.8% | -43.9% |
| 10Y | +24.2% | -5.1% | +29.2% | +18.1% |
| All | +300.8% | +214.2% | +86.6% | +157.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling