+322.4%
NET vs BUD
+48.8%
+273.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.1% | -5.7% | -2.3% |
| 7D | -16.4% | +3.3% | -19.7% | -16.1% |
| 30D | -25.8% | +11.8% | -37.7% | -25.6% |
| 3M | -11.5% | -1.1% | -10.4% | -11.5% |
| 6M | +18.9% | +14.9% | +4.0% | +19.0% |
| YTD | +35.2% | +32.6% | +2.6% | +33.8% |
| 1Y | +14.5% | +37.2% | -22.7% | +13.0% |
| All | +322.4% | +48.8% | +273.6% | +261.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling