+556.1%
PBR vs BUD
+44.7%
+511.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.0% |
| 7D | +0.3% | -1.3% | +1.7% | +0.6% |
| 30D | +17.5% | -6.1% | +23.7% | +19.1% |
| 3M | +20.9% | -3.8% | +24.6% | +21.8% |
| 6M | +20.2% | +8.2% | +12.1% | +17.5% |
| YTD | +84.3% | +23.6% | +60.7% | +73.6% |
| 1Y | +77.1% | +33.4% | +43.7% | +63.4% |
| 3Y | +100.8% | +45.3% | +55.5% | +77.9% |
| 5Y | +556.1% | +44.3% | +511.8% | +471.2% |
| All | +556.1% | +44.7% | +511.4% | +471.2% |
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 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