+99.9%
PBR vs BUD
+48.7%
+51.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | +2.5% | +0.8% | +1.7% | +2.3% |
| 30D | +19.4% | -4.8% | +24.2% | +20.2% |
| 3M | +20.8% | +1.4% | +19.4% | +20.5% |
| 6M | +23.5% | +9.9% | +13.6% | +21.6% |
| YTD | +83.4% | +26.3% | +57.0% | +75.5% |
| 1Y | +77.6% | +36.1% | +41.4% | +67.5% |
| 3Y | +99.9% | +48.6% | +51.3% | +84.1% |
| All | +99.9% | +48.7% | +51.2% | +84.1% |
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