+449.1%
PL vs BUD
+50.7%
+398.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -9.3% | +0.3% | -9.6% | -9.4% |
| 30D | -18.9% | -5.7% | -13.3% | -17.9% |
| 3M | -58.4% | +3.1% | -61.5% | -59.2% |
| 6M | -30.3% | +7.9% | -38.2% | -32.4% |
| YTD | -8.1% | +27.3% | -35.4% | -16.8% |
| 1Y | +180.5% | +37.8% | +142.7% | +144.1% |
| All | +449.1% | +50.7% | +398.4% | +317.4% |
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