+46.8%
TGT vs BUD
+48.7%
-1.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.8% |
| 7D | -0.6% | +0.8% | -1.4% | -0.9% |
| 30D | +9.5% | -4.8% | +14.3% | +11.1% |
| 3M | +32.3% | +1.4% | +30.9% | +31.8% |
| 6M | +37.0% | +9.9% | +27.2% | +33.4% |
| YTD | +71.0% | +26.3% | +44.7% | +59.1% |
| 1Y | +85.0% | +36.1% | +48.9% | +68.5% |
| 3Y | +46.8% | +48.6% | -1.8% | +25.4% |
| All | +46.8% | +48.7% | -1.8% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling