+13,562.2%
MU vs BUD
+214.6%
+13,347.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.9% |
| 7D | -22.0% | +4.5% | -26.5% | -24.4% |
| 30D | -36.6% | +12.5% | -49.1% | -41.4% |
| 3M | -21.7% | 0.0% | -21.7% | -23.2% |
| 6M | +3.5% | +3.8% | -0.3% | -1.8% |
| YTD | +141.9% | +33.1% | +108.9% | +98.1% |
| 1Y | +189.8% | +35.5% | +154.3% | +134.0% |
| 3Y | +855.4% | +49.4% | +806.0% | +601.1% |
| 5Y | +869.2% | +48.0% | +821.1% | +600.6% |
| 10Y | +4,142.8% | -8.6% | +4,151.4% | +3,730.7% |
| All | +13,562.2% | +214.6% | +13,347.6% | +4,143.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling