+15.1%
TEAM vs BUD
+38.4%
-23.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | +0.2% |
| 7D | -13.7% | +3.3% | -17.1% | -12.9% |
| 30D | -3.4% | +11.8% | -15.3% | -0.2% |
| 3M | +72.1% | -1.1% | +73.2% | +68.6% |
| 6M | +103.8% | +14.9% | +88.9% | +116.2% |
| YTD | +17.1% | +32.6% | -15.5% | +30.7% |
| 1Y | +15.1% | +37.2% | -22.1% | +27.4% |
| All | +15.1% | +38.4% | -23.3% | +27.4% |
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 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