+97.0%
UUUU vs BUD
+44.8%
+52.2%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -6.1% |
| 7D | -5.0% | -3.2% | -1.8% | -3.7% |
| 30D | -7.8% | -3.7% | -4.1% | -6.4% |
| 3M | -0.4% | -4.4% | +4.0% | +0.7% |
| 6M | -32.9% | +7.7% | -40.6% | -35.9% |
| YTD | -6.3% | +23.1% | -29.3% | -16.1% |
| 1Y | +7.9% | +33.6% | -25.7% | -8.0% |
| 3Y | +85.2% | +44.7% | +40.5% | +44.9% |
| 5Y | +97.0% | +44.9% | +52.0% | +45.6% |
| All | +97.0% | +44.8% | +52.2% | +45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling