+1,401.0%
RSG vs BUD
+217.8%
+1,183.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | +2.5% | +1.0% | +1.5% | +2.2% |
| 30D | +12.7% | +6.7% | +6.0% | +10.7% |
| 3M | +17.9% | +5.7% | +12.2% | +16.0% |
| 6M | +25.0% | +5.8% | +19.2% | +22.7% |
| YTD | +20.8% | +34.4% | -13.6% | +10.4% |
| 1Y | +24.3% | +33.3% | -9.0% | +13.7% |
| 3Y | +65.3% | +48.8% | +16.4% | +44.5% |
| 5Y | +99.1% | +52.5% | +46.5% | +69.3% |
| 10Y | +452.4% | -4.0% | +456.4% | +410.2% |
| All | +1,401.0% | +217.8% | +1,183.2% | +694.7% |
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