+2.0%
MU vs BUD
+4.7%
-2.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.3% | +14.2% | +9.2% |
| 7D | +2.0% | +0.5% | +1.5% | +3.1% |
| 30D | -18.0% | +7.4% | -25.4% | -10.4% |
| 3M | -6.6% | +4.3% | -10.9% | +0.3% |
| 6M | +2.0% | +5.3% | -3.2% | +14.8% |
| All | +2.0% | +4.7% | -2.7% | +14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling