-45.5%
MUZ vs BUD
+5.9%
-51.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.3% | -14.1% | -15.9% |
| 7D | +14.0% | +1.3% | +12.7% | +11.6% |
| 30D | +57.6% | +10.0% | +47.5% | +32.6% |
| 3M | -3.1% | +1.6% | -4.7% | -4.5% |
| All | -45.5% | +5.9% | -51.4% | -52.7% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling