+238.6%
P vs BUD
+48.8%
+189.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.5% |
| 7D | -23.8% | +4.5% | -28.3% | -23.8% |
| 30D | -36.6% | +12.5% | -49.1% | -37.0% |
| 3M | +10.9% | 0.0% | +10.9% | +11.0% |
| 6M | +30.0% | +3.8% | +26.2% | +29.5% |
| YTD | +44.4% | +33.1% | +11.3% | +38.7% |
| 1Y | +3.9% | +35.5% | -31.6% | -0.5% |
| 3Y | +176.6% | +49.4% | +127.2% | +154.2% |
| All | +238.6% | +48.8% | +189.8% | +198.6% |
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