+175.5%
NVS vs BUD
-22.8%
+198.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -15.7% | -3.2% | -12.5% | -15.0% |
| 30D | -11.1% | -3.7% | -7.4% | -10.2% |
| 3M | -7.2% | -4.4% | -2.7% | -6.2% |
| 6M | -12.3% | +7.7% | -20.1% | -14.1% |
| YTD | +2.8% | +23.1% | -20.3% | -2.5% |
| 1Y | +11.9% | +33.6% | -21.7% | +4.0% |
| 3Y | +55.1% | +44.7% | +10.4% | +40.2% |
| 5Y | +94.1% | +44.9% | +49.1% | +73.0% |
| All | +175.5% | -22.8% | +198.3% | +183.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling