+708.4%
P vs BUD
-23.0%
+731.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +6.5% | +0.3% | +6.3% | +6.5% |
| 30D | +18.8% | -5.7% | +24.5% | +20.8% |
| 3M | +26.7% | +3.1% | +23.6% | +24.3% |
| 6M | +62.2% | +7.9% | +54.3% | +56.1% |
| YTD | +48.5% | +27.3% | +21.2% | +33.8% |
| 1Y | +26.4% | +37.8% | -11.4% | +10.2% |
| 3Y | +159.4% | +49.8% | +109.6% | +109.8% |
| 5Y | +275.8% | +43.8% | +232.0% | +200.6% |
| All | +708.4% | -23.0% | +731.4% | +566.8% |
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