-30.7%
MUZ vs BUD
+6.0%
-36.7%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | +1.8% | +32.1% | +29.6% |
| 7D | +79.0% | +7.1% | +71.9% | +57.2% |
| 30D | +104.4% | +12.7% | +91.7% | +65.0% |
| 3M | +27.0% | 0.0% | +26.9% | +29.1% |
| All | -30.7% | +6.0% | -36.7% | -39.9% |
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 · Available span rolling