+3,276.2%
TER vs BUD
+214.6%
+3,061.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.0% | +3.2% |
| 7D | -20.5% | +4.5% | -24.9% | -22.5% |
| 30D | -47.0% | +12.5% | -59.5% | -50.5% |
| 3M | -43.3% | 0.0% | -43.3% | -44.3% |
| 6M | -42.9% | +3.8% | -46.7% | -45.4% |
| YTD | +12.9% | +33.1% | -20.2% | -4.2% |
| 1Y | +18.2% | +35.5% | -17.3% | -0.8% |
| 3Y | +151.8% | +49.4% | +102.4% | +94.1% |
| 5Y | +54.2% | +48.0% | +6.2% | +17.5% |
| 10Y | +908.2% | -8.6% | +916.8% | +810.3% |
| All | +3,276.2% | +214.6% | +3,061.6% | +1,027.5% |
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