+67.2%
SU vs BUD
+34.7%
+32.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.1% |
| 7D | +2.2% | -2.6% | +4.9% | +2.1% |
| 30D | +8.4% | -1.2% | +9.7% | +8.4% |
| 3M | +12.1% | -4.9% | +17.0% | +11.9% |
| 6M | +19.7% | +9.3% | +10.4% | +21.1% |
| YTD | +58.4% | +24.0% | +34.4% | +58.3% |
| 1Y | +67.2% | +34.5% | +32.7% | +71.0% |
| All | +67.2% | +34.7% | +32.5% | +71.0% |
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 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