-17.1%
SLB vs BUD
-9.0%
-8.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +1.3% |
| 7D | -7.1% | +4.5% | -11.6% | -9.5% |
| 30D | +4.1% | +12.5% | -8.4% | -2.9% |
| 3M | -2.6% | 0.0% | -2.6% | -3.4% |
| 6M | -8.6% | +3.8% | -12.3% | -11.5% |
| YTD | +32.2% | +33.1% | -0.8% | +10.7% |
| 1Y | +40.7% | +35.5% | +5.1% | +16.5% |
| 3Y | -4.5% | +49.4% | -53.9% | -28.1% |
| 5Y | +66.4% | +48.0% | +18.3% | +20.9% |
| All | -17.1% | -9.0% | -8.1% | -38.3% |
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