+652.6%
P vs BUD
-4.3%
+656.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -1.2% |
| 7D | -13.3% | +6.0% | -19.4% | -15.0% |
| 30D | -34.0% | +11.3% | -45.3% | -36.7% |
| 3M | +4.1% | +3.6% | +0.5% | +1.8% |
| 6M | +30.5% | +7.7% | +22.8% | +25.2% |
| YTD | +52.2% | +36.4% | +15.8% | +32.7% |
| 1Y | +10.3% | +37.8% | -27.6% | -4.4% |
| 3Y | +180.9% | +51.2% | +129.6% | +125.7% |
| 5Y | +259.7% | +53.4% | +206.3% | +179.0% |
| 10Y | +652.6% | -3.2% | +655.8% | +515.4% |
| All | +652.6% | -4.3% | +656.9% | +515.4% |
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