+55.3%
NVS vs BUD
+48.7%
+6.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -0.8% | -13.2% | -13.7% |
| 7D | -14.6% | +0.8% | -15.4% | -14.8% |
| 30D | -11.9% | -4.8% | -7.1% | -10.6% |
| 3M | -6.0% | +1.4% | -7.3% | -6.4% |
| 6M | -11.4% | +9.9% | -21.2% | -14.1% |
| YTD | +2.9% | +26.3% | -23.4% | -4.0% |
| 1Y | +10.2% | +36.1% | -25.9% | +0.6% |
| 3Y | +55.3% | +48.6% | +6.7% | +38.3% |
| All | +55.3% | +48.7% | +6.7% | +38.3% |
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