+123.8%
STX vs BUD
+38.4%
+85.4%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.2% | -7.3% |
| 7D | -20.2% | +3.3% | -23.5% | -19.2% |
| 30D | -37.2% | +11.8% | -49.0% | -36.1% |
| 3M | -34.1% | -1.1% | -33.0% | -32.6% |
| 6M | -24.5% | +14.9% | -39.3% | -26.6% |
| YTD | +102.9% | +32.6% | +70.3% | +92.2% |
| 1Y | +123.8% | +37.2% | +86.6% | +107.0% |
| All | +123.8% | +38.4% | +85.4% | +107.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling