+87.9%
PSX vs BUD
+37.1%
+50.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +3.1% |
| 7D | -8.0% | +1.3% | -9.3% | -7.8% |
| 30D | -9.0% | +10.0% | -19.1% | -8.3% |
| 3M | +24.7% | +1.6% | +23.2% | +25.0% |
| 6M | +49.3% | +6.5% | +42.8% | +50.4% |
| YTD | +100.2% | +34.8% | +65.3% | +88.0% |
| All | +87.9% | +37.1% | +50.8% | +75.4% |
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 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