+228.8%
MU vs BUD
+33.8%
+195.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.2% |
| 7D | +12.8% | +1.0% | +11.8% | +13.1% |
| 30D | -14.9% | +6.7% | -21.5% | -13.7% |
| 3M | -18.0% | +5.7% | -23.8% | -16.5% |
| 6M | -3.1% | +5.8% | -8.9% | -2.3% |
| YTD | +172.9% | +34.4% | +138.5% | +168.4% |
| 1Y | +228.8% | +33.3% | +195.6% | +222.9% |
| All | +228.8% | +33.8% | +195.1% | +222.9% |
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