+3,676.0%
STX vs BUD
-23.5%
+3,699.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +6.7% |
| 7D | +10.7% | +0.8% | +10.0% | +10.5% |
| 30D | +11.3% | -4.8% | +16.1% | +12.7% |
| 3M | +3.2% | +1.4% | +1.9% | +1.9% |
| 6M | +157.0% | +9.9% | +147.1% | +146.8% |
| YTD | +229.2% | +26.3% | +202.9% | +202.2% |
| 1Y | +381.8% | +36.1% | +345.7% | +330.5% |
| 3Y | +1,383.2% | +48.6% | +1,334.6% | +1,151.2% |
| 5Y | +1,144.9% | +45.0% | +1,099.9% | +941.9% |
| 10Y | +3,676.0% | -23.1% | +3,699.1% | +3,435.3% |
| All | +3,676.0% | -23.5% | +3,699.6% | +3,435.3% |
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