+32.8%
NET vs BUD
+36.8%
-4.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -1.9% |
| 7D | -7.0% | +0.3% | -7.3% | -6.9% |
| 30D | -4.8% | -5.7% | +0.9% | -6.4% |
| 3M | +3.8% | +3.1% | +0.7% | +5.3% |
| 6M | +50.0% | +7.9% | +42.2% | +50.3% |
| YTD | +41.5% | +27.3% | +14.1% | +48.5% |
| 1Y | +32.8% | +37.8% | -5.0% | +41.6% |
| All | +32.8% | +36.8% | -4.0% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling