+575.9%
TGT vs BUD
+217.8%
+358.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | +2.6% | +1.0% | +1.6% | +2.3% |
| 30D | +4.7% | +6.7% | -2.0% | +2.8% |
| 3M | +4.6% | +5.7% | -1.2% | +2.9% |
| 6M | +34.9% | +5.8% | +29.1% | +32.6% |
| YTD | +70.9% | +34.4% | +36.5% | +56.5% |
| 1Y | +84.4% | +33.3% | +51.1% | +69.2% |
| 3Y | +69.1% | +48.8% | +20.3% | +48.8% |
| 5Y | -26.9% | +52.5% | -79.5% | -36.7% |
| 10Y | +207.6% | -4.0% | +211.6% | +188.3% |
| All | +575.9% | +217.8% | +358.1% | +277.5% |
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