+6.6%
ON vs BUD
+49.6%
-43.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -3.7% |
| 7D | +12.2% | +1.0% | +11.2% | +12.1% |
| 30D | -3.1% | +6.7% | -9.8% | -3.9% |
| 3M | -12.9% | +5.7% | -18.6% | -13.4% |
| 6M | -38.6% | +5.8% | -44.4% | -39.4% |
| YTD | +31.2% | +34.4% | -3.2% | +21.6% |
| 1Y | +47.6% | +33.3% | +14.4% | +37.0% |
| 3Y | +6.6% | +48.8% | -42.2% | -11.5% |
| All | +6.6% | +49.6% | -43.0% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling