+946.1%
ON vs BUD
+201.1%
+745.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | +2.4% | +0.3% | +2.2% | +2.3% |
| 30D | -3.3% | -5.7% | +2.4% | -0.3% |
| 3M | -43.6% | +3.1% | -46.7% | -45.5% |
| 6M | +19.0% | +7.9% | +11.1% | +11.2% |
| YTD | +37.4% | +27.3% | +10.0% | +15.8% |
| 1Y | +54.8% | +37.8% | +17.0% | +23.7% |
| 3Y | -25.2% | +49.8% | -75.0% | -45.8% |
| 5Y | +62.7% | +43.8% | +18.9% | +18.8% |
| 10Y | +574.3% | -22.6% | +597.0% | +550.3% |
| All | +946.1% | +201.1% | +745.0% | +311.5% |
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 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