+432.7%
SN vs BUD
+52.0%
+380.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | +16.6% | +6.7% | +9.9% | +13.3% |
| 3M | +18.3% | +5.9% | +12.4% | +15.2% |
| 6M | +103.1% | +5.1% | +98.0% | +97.9% |
| YTD | +96.7% | +32.9% | +63.9% | +74.2% |
| 1Y | +134.3% | +31.8% | +102.5% | +108.0% |
| 3Y | +425.2% | +47.4% | +377.8% | +351.0% |
| All | +432.7% | +52.0% | +380.7% | +342.2% |
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