+363.8%
PSX vs BUD
+45.2%
+318.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.7% |
| 7D | +2.8% | +0.8% | +2.1% | +2.7% |
| 30D | +27.8% | -4.8% | +32.6% | +28.9% |
| 3M | +42.0% | +1.4% | +40.7% | +41.3% |
| 6M | +58.1% | +9.9% | +48.3% | +54.1% |
| YTD | +105.0% | +26.3% | +78.7% | +92.6% |
| 1Y | +104.9% | +36.1% | +68.8% | +88.8% |
| 3Y | +134.1% | +48.6% | +85.5% | +106.3% |
| 5Y | +363.8% | +45.0% | +318.8% | +315.4% |
| All | +363.8% | +45.2% | +318.7% | +315.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling