+849.8%
TSEM vs BUD
-4.3%
+854.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.4% |
| 7D | -9.5% | +6.0% | -15.5% | -10.9% |
| 30D | -35.5% | +11.3% | -46.7% | -37.7% |
| 3M | -41.6% | +3.6% | -45.1% | -42.6% |
| 6M | -30.1% | +7.7% | -37.8% | -32.6% |
| YTD | +25.7% | +36.4% | -10.7% | +12.6% |
| 1Y | +50.5% | +37.8% | +12.6% | +34.3% |
| 3Y | +501.7% | +51.2% | +450.5% | +412.0% |
| 5Y | +310.9% | +53.4% | +257.5% | +241.3% |
| 10Y | +849.8% | -3.2% | +853.0% | +771.7% |
| All | +849.8% | -4.3% | +854.1% | +771.7% |
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