+145.8%
NET vs BUD
+44.8%
+101.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.7% |
| 7D | +9.9% | -2.6% | +12.5% | +10.8% |
| 30D | -1.6% | -1.2% | -0.4% | -1.2% |
| 3M | +34.8% | -4.9% | +39.7% | +36.7% |
| 6M | +43.9% | +9.3% | +34.6% | +37.6% |
| YTD | +55.5% | +24.0% | +31.5% | +40.0% |
| 1Y | +36.5% | +34.5% | +1.9% | +18.1% |
| 3Y | +368.3% | +43.7% | +324.6% | +270.2% |
| All | +145.8% | +44.8% | +101.1% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling