+41.9%
NTR vs BUD
+44.4%
-2.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.4% |
| 7D | +0.5% | -1.3% | +1.9% | +0.8% |
| 30D | +21.7% | -6.1% | +27.9% | +23.0% |
| 3M | +22.8% | -3.8% | +26.5% | +23.5% |
| 6M | +8.2% | +8.2% | 0.0% | +6.2% |
| YTD | +32.9% | +23.6% | +9.4% | +26.5% |
| 1Y | +45.3% | +33.4% | +11.9% | +36.2% |
| All | +41.9% | +44.4% | -2.6% | +33.7% |
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