+82.2%
PR vs BUD
-3.2%
+85.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | +6.7% | -1.6% | +8.3% | +7.6% |
| 30D | -6.1% | +6.7% | -12.8% | -10.6% |
| 3M | +6.9% | +5.9% | +1.0% | +1.7% |
| 6M | +14.6% | +5.1% | +9.5% | +8.9% |
| YTD | +66.1% | +32.9% | +33.3% | +32.9% |
| 1Y | +77.0% | +31.8% | +45.2% | +42.0% |
| 3Y | +93.8% | +47.4% | +46.5% | +35.6% |
| 5Y | +268.2% | +50.8% | +217.4% | +141.0% |
| All | +82.2% | -3.2% | +85.4% | +41.9% |
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