+190.5%
P vs BUD
+48.5%
+142.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.3% | +4.9% | +6.7% |
| 7D | -9.6% | +1.3% | -10.9% | -9.0% |
| 30D | -33.4% | +10.0% | -43.5% | -31.3% |
| 3M | +14.2% | +1.6% | +12.6% | +16.1% |
| 6M | +31.6% | +6.5% | +25.1% | +35.2% |
| YTD | +53.5% | +34.8% | +18.6% | +62.8% |
| 1Y | +14.2% | +36.5% | -22.3% | +21.3% |
| 3Y | +190.5% | +49.0% | +141.6% | +196.8% |
| All | +190.5% | +48.5% | +142.0% | +196.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling