+1,102.3%
PSX vs BUD
+65.5%
+1,036.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.6% | +2.4% |
| 7D | -8.0% | +1.3% | -9.3% | -8.7% |
| 30D | -9.0% | +10.0% | -19.1% | -13.1% |
| 3M | +24.7% | +1.6% | +23.2% | +23.0% |
| 6M | +49.3% | +6.5% | +42.8% | +43.6% |
| YTD | +100.2% | +34.8% | +65.3% | +70.8% |
| 1Y | +88.8% | +36.5% | +52.4% | +60.2% |
| 3Y | +152.5% | +49.0% | +103.5% | +99.2% |
| 5Y | +283.2% | +51.7% | +231.5% | +189.7% |
| 10Y | +345.8% | -7.5% | +353.4% | +278.4% |
| All | +1,102.3% | +65.5% | +1,036.8% | +734.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling