+855.4%
MU vs BUD
+49.3%
+806.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.2% |
| 7D | -22.0% | +4.5% | -26.5% | -22.3% |
| 30D | -36.6% | +12.5% | -49.1% | -37.5% |
| 3M | -21.7% | 0.0% | -21.7% | -21.4% |
| 6M | +3.5% | +3.8% | -0.3% | +2.6% |
| YTD | +141.9% | +33.1% | +108.9% | +125.9% |
| 1Y | +189.8% | +35.5% | +154.3% | +168.9% |
| 3Y | +855.4% | +49.4% | +806.0% | +730.5% |
| All | +855.4% | +49.3% | +806.0% | +730.5% |
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