+1,362.4%
MU vs BUD
+50.7%
+1,311.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.1% |
| 7D | +9.0% | +0.3% | +8.7% | +8.9% |
| 30D | +13.8% | -5.7% | +19.5% | +15.1% |
| 3M | +2.1% | +3.1% | -1.0% | +0.6% |
| 6M | +153.8% | +7.9% | +145.9% | +146.1% |
| YTD | +256.4% | +27.3% | +229.1% | +233.4% |
| 1Y | +719.8% | +37.8% | +681.9% | +650.6% |
| All | +1,362.4% | +50.7% | +1,311.7% | +1,196.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling