+226.4%
MU vs BUD
+31.7%
+194.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.7% |
| 7D | +21.6% | -1.6% | +23.2% | +21.1% |
| 30D | -16.2% | +6.7% | -22.9% | -15.3% |
| 3M | -12.4% | +5.9% | -18.3% | -11.1% |
| 6M | +4.2% | +5.1% | -0.9% | +4.4% |
| YTD | +180.0% | +32.9% | +147.1% | +173.7% |
| 1Y | +226.4% | +31.8% | +194.6% | +219.2% |
| All | +226.4% | +31.7% | +194.7% | +219.2% |
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