+25.7%
Q vs BUD
+36.0%
-10.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +6.1% |
| 7D | +0.3% | +4.5% | -4.2% | +1.0% |
| 30D | -9.8% | +12.5% | -22.3% | -9.2% |
| 3M | -12.2% | 0.0% | -12.2% | -11.2% |
| 6M | -21.6% | +3.8% | -25.4% | -21.4% |
| YTD | +43.6% | +33.1% | +10.5% | +41.6% |
| 1Y | +25.7% | +35.5% | -9.8% | +23.4% |
| All | +25.7% | +36.0% | -10.3% | +23.4% |
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 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