-54.6%
UUUU vs BUD
+217.8%
-272.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.9% |
| 7D | -1.1% | +1.0% | -2.1% | -1.6% |
| 30D | -21.0% | +6.7% | -27.7% | -24.0% |
| 3M | -54.8% | +5.7% | -60.5% | -56.5% |
| 6M | -67.3% | +5.8% | -73.2% | -68.9% |
| YTD | -54.7% | +34.4% | -89.1% | -62.1% |
| 1Y | -57.4% | +33.3% | -90.7% | -64.4% |
| 3Y | -19.6% | +48.8% | -68.4% | -38.7% |
| 5Y | -40.0% | +52.5% | -92.6% | -55.3% |
| 10Y | +364.1% | -4.0% | +368.1% | +311.5% |
| All | -54.6% | +217.8% | -272.4% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling