+203.4%
TGT vs BUD
-22.8%
+226.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -5.0% | -3.2% | -1.8% | -4.2% |
| 30D | +3.0% | -3.7% | +6.7% | +4.1% |
| 3M | +22.6% | -4.4% | +27.1% | +24.1% |
| 6M | +31.2% | +7.7% | +23.5% | +28.5% |
| YTD | +63.7% | +23.1% | +40.6% | +54.6% |
| 1Y | +78.5% | +33.6% | +44.9% | +64.9% |
| 3Y | +40.5% | +44.7% | -4.2% | +25.9% |
| 5Y | -25.6% | +44.9% | -70.5% | -34.0% |
| All | +203.4% | -22.8% | +226.2% | +176.3% |
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