+377.5%
UUUU vs BUD
-2.1%
+379.6%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.8% |
| 7D | -1.1% | +1.0% | -2.1% | -1.5% |
| 30D | -21.0% | +6.7% | -27.7% | -23.6% |
| 3M | -54.8% | +5.7% | -60.5% | -56.2% |
| 6M | -67.3% | +5.8% | -73.2% | -68.6% |
| YTD | -54.7% | +34.4% | -89.1% | -61.2% |
| 1Y | -57.4% | +33.3% | -90.7% | -63.5% |
| 3Y | -19.6% | +48.8% | -68.4% | -36.5% |
| 5Y | -40.0% | +52.5% | -92.6% | -53.8% |
| All | +377.5% | -2.1% | +379.6% | +275.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling