-6.0%
U vs BUD
+35.5%
-41.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.3% |
| 7D | +4.5% | +0.8% | +3.7% | +4.8% |
| 30D | -0.6% | -4.8% | +4.2% | -2.7% |
| 3M | +48.4% | +1.4% | +47.1% | +49.3% |
| 6M | +115.4% | +9.9% | +105.5% | +119.5% |
| YTD | -3.2% | +26.3% | -29.6% | +1.6% |
| 1Y | -6.0% | +36.1% | -42.2% | +0.6% |
| All | -6.0% | +35.5% | -41.5% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling