+55.1%
OMC vs BUD
-2.2%
+57.4%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.1% |
| 7D | +6.8% | +6.0% | +0.8% | +4.4% |
| 30D | +16.2% | +11.3% | +4.9% | +11.4% |
| 3M | +6.0% | +3.6% | +2.5% | +4.5% |
| 6M | +17.7% | +7.7% | +10.0% | +14.0% |
| YTD | +13.5% | +36.4% | -22.9% | -0.6% |
| 1Y | +27.2% | +37.8% | -10.7% | +11.0% |
| 3Y | +30.4% | +51.2% | -20.8% | +7.5% |
| 5Y | +53.5% | +53.4% | +0.1% | +23.2% |
| All | +55.1% | -2.2% | +57.4% | +27.4% |
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