+4,271.9%
MU vs BUD
-8.7%
+4,280.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +4.9% | +5.7% |
| 7D | -12.0% | +1.3% | -13.4% | -12.9% |
| 30D | -28.7% | +10.0% | -38.8% | -32.3% |
| 3M | -16.4% | +1.6% | -18.0% | -18.2% |
| 6M | -1.8% | +6.5% | -8.3% | -7.0% |
| YTD | +157.1% | +34.8% | +122.2% | +117.2% |
| 1Y | +208.5% | +36.5% | +172.0% | +158.5% |
| 3Y | +906.2% | +49.0% | +857.2% | +684.4% |
| 5Y | +893.4% | +51.7% | +841.7% | +655.4% |
| 10Y | +4,271.9% | -7.5% | +4,279.4% | +3,795.7% |
| All | +4,271.9% | -8.7% | +4,280.6% | +3,795.7% |
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