+655.3%
P vs BUD
-4.5%
+659.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.3% | +6.7% | +5.1% |
| 7D | -4.7% | +0.5% | -5.2% | -5.0% |
| 30D | -31.4% | +7.4% | -38.8% | -33.6% |
| 3M | -2.6% | +4.3% | -6.9% | -5.0% |
| 6M | +21.9% | +5.3% | +16.7% | +17.7% |
| YTD | +58.9% | +33.2% | +25.7% | +39.4% |
| 1Y | +21.7% | +31.8% | -10.0% | +7.1% |
| 3Y | +193.3% | +47.8% | +145.5% | +137.2% |
| 5Y | +275.1% | +50.2% | +225.0% | +192.5% |
| 10Y | +655.3% | -4.8% | +660.1% | +518.0% |
| All | +655.3% | -4.5% | +659.8% | +518.0% |
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