+54.8%
ON vs BUD
+36.8%
+17.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +2.4% | +0.3% | +2.2% | +2.5% |
| 30D | -3.3% | -5.7% | +2.4% | -3.8% |
| 3M | -43.6% | +3.1% | -46.7% | -43.9% |
| 6M | +19.0% | +7.9% | +11.1% | +15.6% |
| YTD | +37.4% | +27.3% | +10.0% | +37.7% |
| 1Y | +54.8% | +37.8% | +17.0% | +61.2% |
| All | +54.8% | +36.8% | +17.9% | +61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling