-0.2%
UUUU vs BUD
+201.1%
-201.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -1.4% | +0.3% | -1.6% | -1.5% |
| 30D | +16.3% | -5.7% | +22.0% | +19.6% |
| 3M | -16.7% | +3.1% | -19.8% | -18.8% |
| 6M | -33.7% | +7.9% | -41.5% | -36.9% |
| YTD | -0.5% | +27.3% | -27.8% | -13.6% |
| 1Y | +28.9% | +37.8% | -9.0% | +6.3% |
| 3Y | +99.9% | +49.8% | +50.0% | +52.5% |
| 5Y | +135.3% | +43.8% | +91.4% | +81.6% |
| 10Y | +518.4% | -22.6% | +541.0% | +525.4% |
| All | -0.2% | +201.1% | -201.3% | -45.4% |
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 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