+86.2%
SU vs BUD
+38.4%
+47.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -4.3% |
| 7D | -7.1% | +3.3% | -10.4% | -6.8% |
| 30D | +4.8% | +11.8% | -7.1% | +5.2% |
| 3M | +12.5% | -1.1% | +13.6% | +12.5% |
| 6M | +6.5% | +14.9% | -8.4% | +7.3% |
| YTD | +65.8% | +32.6% | +33.2% | +60.7% |
| 1Y | +86.2% | +37.2% | +49.0% | +79.7% |
| All | +86.2% | +38.4% | +47.8% | +79.7% |
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