-17.1%
NOW vs BUD
+48.5%
-65.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.7% |
| 7D | -3.1% | +1.3% | -4.4% | -3.1% |
| 30D | -27.0% | +10.0% | -37.1% | -27.3% |
| 3M | -17.7% | +1.6% | -19.3% | -18.1% |
| 6M | +12.7% | +6.5% | +6.2% | +12.2% |
| YTD | -32.9% | +34.8% | -67.8% | -34.2% |
| 1Y | -40.4% | +36.5% | -76.8% | -41.7% |
| 3Y | -17.1% | +49.0% | -66.1% | -22.1% |
| All | -17.1% | +48.5% | -65.6% | -22.1% |
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 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