+0.7%
PL vs BUD
+36.0%
-35.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.5% | +11.8% | +9.9% |
| 7D | -6.8% | +4.5% | -11.3% | -5.5% |
| 30D | -29.3% | +12.5% | -41.8% | -27.5% |
| 3M | -44.8% | 0.0% | -44.8% | -44.4% |
| 6M | -68.4% | +3.8% | -72.2% | -68.1% |
| YTD | -36.4% | +33.1% | -69.4% | -34.8% |
| 1Y | +0.7% | +35.5% | -34.8% | -0.8% |
| All | +0.7% | +36.0% | -35.2% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling