+365.0%
OMC vs BUD
+215.1%
+149.9%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +1.0% |
| 7D | +1.6% | +0.5% | +1.1% | +1.3% |
| 30D | +15.3% | +7.4% | +7.9% | +12.0% |
| 3M | +4.5% | +4.3% | +0.2% | +2.7% |
| 6M | +20.8% | +5.3% | +15.5% | +17.8% |
| YTD | +13.5% | +33.2% | -19.7% | -0.3% |
| 1Y | +25.2% | +31.8% | -6.5% | +10.5% |
| 3Y | +30.5% | +47.8% | -17.3% | +7.3% |
| 5Y | +52.7% | +50.2% | +2.5% | +22.4% |
| 10Y | +55.2% | -4.8% | +60.0% | +39.0% |
| All | +365.0% | +215.1% | +149.9% | +131.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling