+26.7%
Q vs BUD
+33.0%
-6.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +0.2% | +0.3% | 0.0% | +0.2% |
| 30D | -11.1% | -5.7% | -5.5% | -10.6% |
| 3M | -22.1% | +3.1% | -25.2% | -23.4% |
| 6M | +0.5% | +7.9% | -7.4% | -5.7% |
| YTD | +47.8% | +27.3% | +20.5% | +41.6% |
| All | +26.7% | +33.0% | -6.2% | +19.6% |
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