+37.6%
NTR vs BUD
+38.4%
-0.8%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.1% | +0.9% | +3.5% |
| 7D | +4.3% | +3.3% | +1.0% | +3.8% |
| 30D | +2.6% | +11.8% | -9.3% | +1.1% |
| 3M | +8.5% | -1.1% | +9.6% | +8.6% |
| 6M | -3.3% | +14.9% | -18.2% | -5.4% |
| YTD | +19.6% | +32.6% | -13.0% | +6.0% |
| 1Y | +37.6% | +37.2% | +0.4% | +19.6% |
| All | +37.6% | +38.4% | -0.8% | +19.6% |
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