+125.7%
SU vs BUD
+44.4%
+81.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.8% |
| 7D | +1.6% | -1.3% | +2.9% | +1.6% |
| 30D | +10.7% | -6.1% | +16.9% | +11.1% |
| 3M | +13.5% | -3.8% | +17.3% | +13.7% |
| 6M | +21.8% | +8.2% | +13.6% | +21.0% |
| YTD | +58.8% | +23.6% | +35.3% | +55.4% |
| 1Y | +72.0% | +33.4% | +38.6% | +66.9% |
| All | +125.7% | +44.4% | +81.2% | +117.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling