+50.2%
OMC vs BUD
-2.1%
+52.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | +1.9% | +1.0% | +0.9% | +1.5% |
| 30D | +12.2% | +6.7% | +5.5% | +9.4% |
| 3M | +0.6% | +5.7% | -5.1% | -1.6% |
| 6M | +21.0% | +5.8% | +15.2% | +18.0% |
| YTD | +12.4% | +34.4% | -22.0% | -1.0% |
| 1Y | +25.4% | +33.3% | -7.9% | +10.8% |
| 3Y | +29.2% | +48.8% | -19.6% | +7.0% |
| 5Y | +52.6% | +52.5% | +0.1% | +22.6% |
| All | +50.2% | -2.1% | +52.3% | +23.3% |
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 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