+56.4%
V vs BUD
+50.7%
+5.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +0.3% | -2.0% | -1.8% |
| 30D | +2.0% | -5.7% | +7.6% | +2.8% |
| 3M | +17.4% | +3.1% | +14.2% | +16.8% |
| 6M | +17.5% | +7.9% | +9.6% | +16.0% |
| YTD | +7.6% | +27.3% | -19.7% | +2.7% |
| 1Y | +7.7% | +37.8% | -30.1% | +1.2% |
| All | +56.4% | +50.7% | +5.7% | +40.4% |
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