+2,038.9%
STX vs BUD
-3.2%
+2,042.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | +16.8% | -1.6% | +18.4% | +17.3% |
| 30D | -27.0% | +6.7% | -33.7% | -28.9% |
| 3M | -37.9% | +5.9% | -43.8% | -39.6% |
| 6M | -32.5% | +5.1% | -37.6% | -34.7% |
| YTD | +98.6% | +32.9% | +65.7% | +77.7% |
| 1Y | +93.6% | +31.8% | +61.8% | +73.5% |
| 3Y | +699.1% | +47.4% | +651.7% | +571.6% |
| 5Y | +481.0% | +50.8% | +430.2% | +375.9% |
| All | +2,038.9% | -3.2% | +2,042.1% | +1,779.9% |
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