+96.4%
NI vs BUD
+45.2%
+51.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | -1.7% | -4.8% | +3.1% | -0.5% |
| 3M | -8.0% | +1.4% | -9.4% | -8.5% |
| 6M | -8.6% | +9.9% | -18.5% | -11.0% |
| YTD | +2.3% | +26.3% | -24.0% | -3.8% |
| 1Y | +6.9% | +36.1% | -29.2% | -1.5% |
| 3Y | +70.6% | +48.6% | +22.0% | +51.4% |
| 5Y | +96.4% | +45.0% | +51.4% | +68.1% |
| All | +96.4% | +45.2% | +51.2% | +68.1% |
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