-42.5%
NOW vs BUD
+38.6%
-81.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.0% |
| 7D | -8.7% | +6.0% | -14.8% | -8.5% |
| 30D | -29.3% | +11.3% | -40.6% | -28.6% |
| 3M | -21.8% | +3.6% | -25.4% | -22.9% |
| 6M | +9.2% | +7.7% | +1.5% | +9.6% |
| YTD | -35.0% | +36.4% | -71.3% | -29.7% |
| 1Y | -42.5% | +37.8% | -80.4% | -37.6% |
| All | -42.5% | +38.6% | -81.1% | -37.6% |
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