+475.2%
TEAM vs BUD
-23.5%
+498.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -6.8% |
| 7D | -5.7% | +0.8% | -6.4% | -5.8% |
| 30D | +18.3% | -4.8% | +23.2% | +19.7% |
| 3M | +80.2% | +1.4% | +78.9% | +79.5% |
| 6M | +111.0% | +9.9% | +101.1% | +105.2% |
| YTD | +8.8% | +26.3% | -17.5% | +1.5% |
| 1Y | +2.2% | +36.1% | -34.0% | -6.7% |
| 3Y | -14.6% | +48.6% | -63.2% | -25.1% |
| 5Y | -53.8% | +45.0% | -98.8% | -59.5% |
| 10Y | +475.2% | -23.1% | +498.3% | +532.1% |
| All | +475.2% | -23.5% | +498.8% | +532.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling