+584.9%
XYZ vs BUD
-2.1%
+586.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.6% |
| 30D | +11.5% | +6.7% | +4.8% | +7.7% |
| 3M | +1.8% | +5.7% | -3.9% | -1.3% |
| 6M | +21.2% | +5.8% | +15.4% | +16.9% |
| YTD | +29.9% | +34.4% | -4.5% | +8.5% |
| 1Y | +35.8% | +33.3% | +2.5% | +13.8% |
| 3Y | +62.6% | +48.8% | +13.8% | +24.4% |
| 5Y | -62.8% | +52.5% | -115.3% | -71.6% |
| All | +584.9% | -2.1% | +586.9% | +447.4% |
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 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