+638.0%
XYZ vs BUD
-8.7%
+646.7%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +2.9% |
| 7D | +14.9% | +1.3% | +13.6% | +14.2% |
| 30D | +14.7% | +10.0% | +4.6% | +9.0% |
| 3M | +12.1% | +1.6% | +10.5% | +11.0% |
| 6M | +18.3% | +6.5% | +11.8% | +13.7% |
| YTD | +36.1% | +34.8% | +1.2% | +13.6% |
| 1Y | +35.3% | +36.5% | -1.2% | +12.0% |
| 3Y | +73.5% | +49.0% | +24.5% | +32.9% |
| 5Y | -61.6% | +51.7% | -113.3% | -70.6% |
| 10Y | +638.0% | -7.5% | +645.5% | +502.2% |
| All | +638.0% | -8.7% | +646.7% | +502.2% |
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