+275.1%
P vs BUD
+49.9%
+225.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.3% | +6.7% | +4.4% |
| 7D | -4.7% | +0.5% | -5.2% | -4.7% |
| 30D | -31.4% | +7.4% | -38.8% | -31.6% |
| 3M | -2.6% | +4.3% | -6.9% | -2.8% |
| 6M | +21.9% | +5.3% | +16.7% | +21.3% |
| YTD | +58.9% | +33.2% | +25.7% | +52.7% |
| 1Y | +21.7% | +31.8% | -10.0% | +17.1% |
| 3Y | +193.3% | +47.8% | +145.5% | +170.7% |
| 5Y | +275.1% | +50.2% | +225.0% | +230.8% |
| All | +275.1% | +49.9% | +225.2% | +230.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling