-11.4%
TEAM vs BUD
+49.3%
-60.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.5% | -14.7% | -16.2% |
| 7D | -19.8% | +4.5% | -24.3% | -19.8% |
| 30D | -21.5% | +12.5% | -34.0% | -21.3% |
| 3M | +39.5% | 0.0% | +39.5% | +39.0% |
| 6M | +73.1% | +3.8% | +69.3% | +72.9% |
| YTD | -5.2% | +33.1% | -38.3% | -6.7% |
| 1Y | -1.6% | +35.5% | -37.1% | -3.3% |
| 3Y | -11.4% | +49.4% | -60.8% | -18.2% |
| All | -11.4% | +49.3% | -60.8% | -18.2% |
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