+2,771.1%
NOW vs BUD
+42.6%
+2,728.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +20.5% | -5.7% | +26.2% | +22.8% |
| 3M | +18.3% | +3.1% | +15.2% | +17.0% |
| 6M | +24.1% | +7.9% | +16.2% | +20.1% |
| YTD | -7.8% | +27.3% | -35.1% | -16.0% |
| 1Y | -21.4% | +37.8% | -59.2% | -30.5% |
| 3Y | +19.5% | +49.8% | -30.3% | +0.4% |
| 5Y | +4.1% | +43.8% | -39.8% | -12.4% |
| 10Y | +826.4% | -22.6% | +849.0% | +874.7% |
| All | +2,771.1% | +42.6% | +2,728.6% | +2,370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling