+35.6%
UNP vs BUD
+35.5%
+0.1%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -0.7% | +0.8% | -1.5% | -0.9% |
| 30D | -1.1% | -4.8% | +3.7% | -0.2% |
| 3M | +7.9% | +1.4% | +6.5% | +7.0% |
| 6M | +14.6% | +9.9% | +4.8% | +11.8% |
| YTD | +26.6% | +26.3% | +0.2% | +19.9% |
| 1Y | +35.6% | +36.1% | -0.6% | +30.4% |
| All | +35.6% | +35.5% | +0.1% | +30.4% |
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 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