+386.6%
PSX vs BUD
-24.2%
+410.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.6% |
| 7D | +1.8% | -1.3% | +3.1% | +2.4% |
| 30D | +21.6% | -6.1% | +27.8% | +24.7% |
| 3M | +46.5% | -3.8% | +50.2% | +48.2% |
| 6M | +62.0% | +8.2% | +53.8% | +54.3% |
| YTD | +106.3% | +23.6% | +82.7% | +84.4% |
| 1Y | +103.0% | +33.4% | +69.5% | +74.8% |
| 3Y | +135.5% | +45.3% | +90.2% | +87.9% |
| 5Y | +368.5% | +44.3% | +324.2% | +261.2% |
| 10Y | +386.6% | -22.8% | +409.3% | +285.1% |
| All | +386.6% | -24.2% | +410.7% | +285.1% |
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