+476.2%
STX vs BUD
+51.6%
+424.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.3% |
| 7D | +14.6% | +1.0% | +13.6% | +14.4% |
| 30D | -26.0% | +6.7% | -32.6% | -27.1% |
| 3M | -42.6% | +5.7% | -48.3% | -43.5% |
| 6M | -35.3% | +5.8% | -41.1% | -36.7% |
| YTD | +92.5% | +34.4% | +58.1% | +75.7% |
| 1Y | +102.4% | +33.3% | +69.1% | +85.0% |
| 3Y | +673.8% | +48.8% | +625.0% | +562.2% |
| All | +476.2% | +51.6% | +424.5% | +372.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling