+8.0%
U vs BUD
+50.7%
-42.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.8% | +0.3% | -4.1% | -3.9% |
| 30D | +17.5% | -5.7% | +23.1% | +18.6% |
| 3M | +38.7% | +3.1% | +35.6% | +37.3% |
| 6M | +104.4% | +7.9% | +96.5% | +99.2% |
| YTD | -5.7% | +27.3% | -33.0% | -14.7% |
| 1Y | +3.7% | +37.8% | -34.1% | -9.6% |
| All | +8.0% | +50.7% | -42.7% | -15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling