+12.8%
TEAM vs BUD
+36.8%
-24.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.6% |
| 7D | -0.4% | +0.3% | -0.7% | -0.4% |
| 30D | +67.3% | -5.7% | +73.0% | +62.8% |
| 3M | +86.8% | +3.1% | +83.7% | +89.9% |
| 6M | +146.8% | +7.9% | +138.9% | +151.3% |
| YTD | +16.9% | +27.3% | -10.4% | +23.9% |
| 1Y | +12.8% | +37.8% | -25.0% | +16.7% |
| All | +12.8% | +36.8% | -24.0% | +16.7% |
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