+156.2%
PSX vs BUD
+49.6%
+106.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.4% | +0.7% |
| 7D | +7.8% | +1.0% | +6.8% | +7.7% |
| 30D | -10.9% | +6.7% | -17.6% | -11.4% |
| 3M | +14.5% | +5.7% | +8.8% | +13.9% |
| 6M | +56.1% | +5.8% | +50.3% | +55.1% |
| YTD | +109.6% | +34.4% | +75.2% | +100.1% |
| 1Y | +95.5% | +33.3% | +62.2% | +86.9% |
| 3Y | +156.2% | +48.8% | +107.4% | +129.8% |
| All | +156.2% | +49.6% | +106.6% | +129.8% |
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 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