+16.7%
U vs BUD
+38.6%
-21.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -1.7% |
| 7D | +24.4% | +6.0% | +18.3% | +26.8% |
| 30D | +7.4% | +11.3% | -3.9% | +11.8% |
| 3M | +16.8% | +3.6% | +13.2% | +17.4% |
| 6M | +78.8% | +7.7% | +71.1% | +83.3% |
| YTD | +14.0% | +36.4% | -22.4% | +30.2% |
| 1Y | +16.7% | +37.8% | -21.1% | +34.6% |
| All | +16.7% | +38.6% | -21.9% | +34.6% |
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