+1,744.2%
TER vs BUD
-23.5%
+1,767.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.8% | +5.0% | +4.5% |
| 7D | +11.0% | +0.8% | +10.2% | +10.6% |
| 30D | -1.9% | -4.8% | +2.9% | -0.2% |
| 3M | -0.7% | +1.4% | -2.0% | -2.1% |
| 6M | +36.4% | +9.9% | +26.5% | +30.3% |
| YTD | +92.4% | +26.3% | +66.1% | +73.4% |
| 1Y | +213.5% | +36.1% | +177.4% | +172.5% |
| 3Y | +277.2% | +48.6% | +228.7% | +206.3% |
| 5Y | +219.1% | +45.0% | +174.1% | +158.9% |
| 10Y | +1,744.2% | -23.1% | +1,767.4% | +1,552.0% |
| All | +1,744.2% | -23.5% | +1,767.8% | +1,552.0% |
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