+599.6%
XYZ vs BUD
-23.0%
+622.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -1.0% | +0.3% | -1.2% | -1.1% |
| 30D | -1.7% | -5.7% | +4.0% | +1.4% |
| 3M | +16.7% | +3.1% | +13.6% | +14.5% |
| 6M | +26.9% | +7.9% | +19.0% | +20.7% |
| YTD | +27.1% | +27.3% | -0.2% | +9.7% |
| 1Y | +9.3% | +37.8% | -28.6% | -10.1% |
| 3Y | +42.3% | +49.8% | -7.6% | +8.5% |
| 5Y | -69.3% | +43.8% | -113.2% | -75.8% |
| All | +599.6% | -23.0% | +622.6% | +511.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling