+4,609.2%
MU vs BUD
-4.5%
+4,613.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.3% | +14.2% | +12.8% |
| 7D | +2.0% | +0.5% | +1.5% | +1.5% |
| 30D | -18.0% | +7.4% | -25.4% | -21.3% |
| 3M | -6.6% | +4.3% | -10.9% | -9.8% |
| 6M | +2.0% | +5.3% | -3.2% | -3.0% |
| YTD | +184.5% | +33.2% | +151.2% | +141.2% |
| 1Y | +236.9% | +31.8% | +205.1% | +186.7% |
| 3Y | +987.0% | +47.8% | +939.2% | +748.6% |
| 5Y | +1,014.6% | +50.2% | +964.5% | +749.6% |
| 10Y | +4,609.2% | -4.8% | +4,614.0% | +4,019.1% |
| All | +4,609.2% | -4.5% | +4,613.7% | +4,019.1% |
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 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