+18.0%
Q vs BUD
+38.4%
-20.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | +0.4% |
| 7D | -3.3% | +3.3% | -6.6% | -2.7% |
| 30D | -9.7% | +11.8% | -21.5% | -9.2% |
| 3M | -16.1% | -1.1% | -15.0% | -15.2% |
| 6M | -15.7% | +14.9% | -30.6% | -18.6% |
| YTD | +45.7% | +32.6% | +13.1% | +43.7% |
| 1Y | +18.0% | +37.2% | -19.2% | +15.5% |
| All | +18.0% | +38.4% | -20.3% | +15.5% |
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