+28.9%
UUUU vs BUD
+36.8%
-8.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -1.4% | +0.3% | -1.6% | -1.3% |
| 30D | +16.3% | -5.7% | +22.0% | +15.6% |
| 3M | -16.7% | +3.1% | -19.8% | -17.0% |
| 6M | -33.7% | +7.9% | -41.5% | -36.3% |
| YTD | -0.5% | +27.3% | -27.8% | +13.2% |
| 1Y | +28.9% | +37.8% | -9.0% | +49.0% |
| All | +28.9% | +36.8% | -8.0% | +49.0% |
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