+1,077.0%
TER vs BUD
-4.5%
+1,081.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -2.3% | +10.6% | +9.1% |
| 7D | +5.9% | +0.5% | +5.4% | +5.5% |
| 30D | -30.8% | +7.4% | -38.2% | -33.2% |
| 3M | -29.9% | +4.3% | -34.3% | -32.1% |
| 6M | -27.5% | +5.3% | -32.7% | -30.5% |
| YTD | +37.5% | +33.2% | +4.2% | +19.8% |
| 1Y | +50.3% | +31.8% | +18.5% | +31.4% |
| 3Y | +204.9% | +47.8% | +157.1% | +146.4% |
| 5Y | +89.2% | +50.2% | +39.0% | +49.5% |
| 10Y | +1,077.0% | -4.8% | +1,081.8% | +872.6% |
| All | +1,077.0% | -4.5% | +1,081.4% | +872.6% |
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