+637.6%
TEAM vs BUD
-17.6%
+655.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.5% |
| 7D | -17.2% | +1.3% | -18.5% | -17.5% |
| 30D | -25.1% | +10.0% | -35.1% | -26.8% |
| 3M | +3.9% | +1.6% | +2.3% | +3.4% |
| 6M | +69.1% | +6.5% | +62.6% | +66.0% |
| YTD | -4.5% | +34.8% | -39.3% | -12.7% |
| 1Y | -1.9% | +36.5% | -38.3% | -10.6% |
| 3Y | -9.3% | +49.0% | -58.3% | -20.8% |
| 5Y | -65.2% | +51.7% | -116.8% | -70.0% |
| 10Y | +467.0% | -7.5% | +474.5% | +463.7% |
| All | +637.6% | -17.6% | +655.2% | +690.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling