+1.1%
STZ vs BUD
-9.0%
+10.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +4.9% | +4.5% | +0.5% | +3.2% |
| 30D | +20.9% | +12.5% | +8.4% | +15.8% |
| 3M | +8.0% | 0.0% | +8.0% | +8.0% |
| 6M | -5.3% | +3.8% | -9.1% | -6.7% |
| YTD | +5.9% | +33.1% | -27.1% | -5.0% |
| 1Y | +14.2% | +35.5% | -21.3% | +1.7% |
| 3Y | -37.0% | +49.4% | -86.4% | -46.4% |
| 5Y | -29.7% | +48.0% | -77.8% | -41.2% |
| All | +1.1% | -9.0% | +10.1% | -8.2% |
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