+137.1%
PSX vs BUD
+50.2%
+87.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +4.5% | +0.3% | +4.3% | +4.5% |
| 30D | +26.6% | -5.7% | +32.3% | +27.3% |
| 3M | +39.3% | +3.1% | +36.1% | +38.7% |
| 6M | +56.8% | +7.9% | +48.9% | +55.4% |
| YTD | +101.8% | +27.3% | +74.5% | +94.2% |
| 1Y | +99.6% | +37.8% | +61.8% | +89.6% |
| All | +137.1% | +50.2% | +87.0% | +117.7% |
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