+44.8%
PL vs BUD
+29.8%
+15.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +1.1% |
| 7D | +13.4% | +0.5% | +12.9% | +13.1% |
| 30D | -10.2% | +7.4% | -17.5% | -12.6% |
| 3M | -39.5% | +4.3% | -43.8% | -40.7% |
| 6M | -65.7% | +5.3% | -71.0% | -66.8% |
| YTD | -27.3% | +33.2% | -60.5% | -36.2% |
| 1Y | +15.0% | +31.8% | -16.8% | +1.1% |
| 3Y | +560.8% | +47.8% | +513.1% | +440.2% |
| 5Y | +38.4% | +50.2% | -11.7% | +8.3% |
| All | +44.8% | +29.8% | +15.0% | +13.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling