+1,315.7%
MU vs BUD
+46.3%
+1,269.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +9.0% | +0.3% | +8.7% | +8.8% |
| 30D | +13.8% | -5.7% | +19.5% | +16.1% |
| 3M | +2.1% | +3.1% | -1.0% | -0.2% |
| 6M | +153.8% | +7.9% | +145.9% | +143.0% |
| YTD | +256.4% | +27.3% | +229.1% | +218.4% |
| 1Y | +719.8% | +37.8% | +681.9% | +605.3% |
| 3Y | +1,360.4% | +49.8% | +1,310.5% | +1,068.6% |
| All | +1,315.7% | +46.3% | +1,269.4% | +1,057.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling