+523.3%
ON vs BUD
-2.1%
+525.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -4.2% |
| 7D | +12.2% | +1.0% | +11.2% | +11.6% |
| 30D | -3.1% | +6.7% | -9.8% | -7.3% |
| 3M | -12.9% | +5.7% | -18.6% | -16.6% |
| 6M | -38.6% | +5.8% | -44.4% | -42.2% |
| YTD | +31.2% | +34.4% | -3.2% | +6.2% |
| 1Y | +47.6% | +33.3% | +14.4% | +19.8% |
| 3Y | +6.6% | +48.8% | -42.2% | -22.6% |
| 5Y | +21.3% | +52.5% | -31.3% | -15.5% |
| All | +523.3% | -2.1% | +525.4% | +333.1% |
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