+3,347.1%
TSEM vs BUD
+201.1%
+3,146.0%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +0.2% | +7.7% | +7.8% |
| 7D | +6.9% | +0.3% | +6.6% | +6.8% |
| 30D | +5.3% | -5.7% | +11.0% | +7.5% |
| 3M | -14.9% | +3.1% | -18.0% | -17.1% |
| 6M | +80.0% | +7.9% | +72.2% | +72.4% |
| YTD | +89.4% | +27.3% | +62.0% | +68.7% |
| 1Y | +253.1% | +37.8% | +215.3% | +203.4% |
| 3Y | +642.1% | +49.8% | +592.3% | +496.3% |
| 5Y | +659.1% | +43.8% | +615.3% | +500.5% |
| 10Y | +1,291.4% | -22.6% | +1,314.0% | +1,329.3% |
| All | +3,347.1% | +201.1% | +3,146.0% | +1,374.4% |
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 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