+621.5%
XYZ vs BUD
-4.5%
+626.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +1.4% |
| 7D | -2.2% | +0.5% | -2.7% | -2.5% |
| 30D | +11.6% | +7.4% | +4.2% | +7.4% |
| 3M | +8.4% | +4.3% | +4.1% | +5.9% |
| 6M | +17.2% | +5.3% | +11.9% | +13.2% |
| YTD | +31.7% | +33.2% | -1.5% | +10.6% |
| 1Y | +30.1% | +31.8% | -1.7% | +9.7% |
| 3Y | +66.4% | +47.8% | +18.7% | +28.0% |
| 5Y | -62.2% | +50.2% | -112.3% | -70.8% |
| 10Y | +621.5% | -4.8% | +626.4% | +489.1% |
| All | +621.5% | -4.5% | +626.0% | +489.1% |
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