+28.6%
P vs BUD
+33.8%
-5.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.1% | -1.2% |
| 7D | +11.6% | +1.0% | +10.6% | +12.3% |
| 30D | -23.7% | +6.7% | -30.4% | -20.4% |
| 3M | -8.0% | +5.7% | -13.7% | -4.2% |
| 6M | +27.9% | +5.8% | +22.1% | +33.1% |
| YTD | +61.2% | +34.4% | +26.8% | +60.5% |
| 1Y | +28.6% | +33.3% | -4.7% | +28.2% |
| All | +28.6% | +33.8% | -5.2% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling