+1,001.8%
TER vs BUD
-8.7%
+1,010.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.3% | +11.4% | +12.2% |
| 7D | -5.8% | +1.3% | -7.1% | -6.5% |
| 30D | -38.9% | +10.0% | -48.9% | -41.6% |
| 3M | -35.1% | +1.6% | -36.7% | -36.4% |
| 6M | -31.6% | +6.5% | -38.1% | -34.6% |
| YTD | +27.2% | +34.8% | -7.6% | +10.5% |
| 1Y | +35.2% | +36.5% | -1.2% | +16.6% |
| 3Y | +192.8% | +49.0% | +143.8% | +136.3% |
| 5Y | +72.4% | +51.7% | +20.7% | +36.0% |
| 10Y | +1,001.8% | -7.5% | +1,009.4% | +822.1% |
| All | +1,001.8% | -8.7% | +1,010.6% | +822.1% |
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