+583.6%
TGT vs BUD
+201.1%
+382.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | +12.2% | -5.7% | +17.9% | +14.0% |
| 3M | +33.8% | +3.1% | +30.7% | +32.7% |
| 6M | +39.3% | +7.9% | +31.4% | +36.1% |
| YTD | +72.9% | +27.3% | +45.5% | +60.8% |
| 1Y | +84.6% | +37.8% | +46.7% | +67.8% |
| 3Y | +46.2% | +49.8% | -3.6% | +28.3% |
| 5Y | -21.3% | +43.8% | -65.2% | -30.9% |
| 10Y | +213.5% | -22.6% | +236.2% | +213.3% |
| All | +583.6% | +201.1% | +382.5% | +287.9% |
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