+45.2%
RUN vs BUD
-24.2%
+69.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.2% | -2.4% | -3.3% |
| 7D | -1.8% | -1.3% | -0.5% | -1.0% |
| 30D | -10.8% | -6.1% | -4.7% | -7.7% |
| 3M | -30.2% | -3.8% | -26.4% | -29.0% |
| 6M | -22.3% | +8.2% | -30.5% | -26.4% |
| YTD | -52.2% | +23.6% | -75.7% | -58.5% |
| 1Y | -45.1% | +33.4% | -78.5% | -54.9% |
| 3Y | -37.1% | +45.3% | -82.4% | -50.5% |
| 5Y | -80.3% | +44.3% | -124.5% | -84.9% |
| 10Y | +45.2% | -22.8% | +68.0% | +42.3% |
| All | +45.2% | -24.2% | +69.4% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling