-19.6%
UUUU vs BUD
+49.6%
-69.2%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.5% |
| 7D | -1.1% | +1.0% | -2.1% | -1.2% |
| 30D | -21.0% | +6.7% | -27.7% | -21.7% |
| 3M | -54.8% | +5.7% | -60.5% | -55.2% |
| 6M | -67.3% | +5.8% | -73.2% | -67.7% |
| YTD | -54.7% | +34.4% | -89.1% | -57.2% |
| 1Y | -57.4% | +33.3% | -90.7% | -59.7% |
| 3Y | -19.6% | +48.8% | -68.4% | -28.4% |
| All | -19.6% | +49.6% | -69.2% | -28.4% |
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 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