+20,025.7%
MU vs BUD
+201.1%
+19,824.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +17.3% |
| 3M | +2.1% | +3.1% | -1.0% | -1.2% |
| 6M | +153.8% | +7.9% | +145.9% | +139.1% |
| YTD | +256.4% | +27.3% | +229.1% | +204.2% |
| 1Y | +719.8% | +37.8% | +681.9% | +564.1% |
| 3Y | +1,360.4% | +49.8% | +1,310.5% | +982.1% |
| 5Y | +1,312.4% | +43.8% | +1,268.6% | +948.9% |
| 10Y | +6,142.6% | -22.6% | +6,165.2% | +6,327.8% |
| All | +20,025.7% | +201.1% | +19,824.6% | +6,415.1% |
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