+70.3%
SE vs BUD
+49.3%
+20.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.3% |
| 7D | +2.0% | +4.5% | -2.4% | +1.3% |
| 30D | -20.0% | +12.5% | -32.5% | -21.5% |
| 3M | -31.8% | 0.0% | -31.8% | -31.9% |
| 6M | -15.9% | +3.8% | -19.7% | -16.7% |
| YTD | -40.6% | +33.1% | -73.7% | -43.6% |
| 1Y | -50.7% | +35.5% | -86.2% | -53.4% |
| 3Y | +70.3% | +49.4% | +20.9% | +148.7% |
| All | +70.3% | +49.3% | +20.9% | +148.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling