+634.6%
XYZ vs BUD
-4.3%
+638.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -4.0% |
| 7D | +12.6% | +6.0% | +6.6% | +9.3% |
| 30D | +10.8% | +11.3% | -0.5% | +4.7% |
| 3M | +8.4% | +3.6% | +4.8% | +6.2% |
| 6M | +14.3% | +7.7% | +6.6% | +9.2% |
| YTD | +31.5% | +36.4% | -4.9% | +9.1% |
| 1Y | +28.1% | +37.8% | -9.7% | +5.5% |
| 3Y | +66.2% | +51.2% | +14.9% | +26.3% |
| 5Y | -62.3% | +53.4% | -115.7% | -71.3% |
| 10Y | +634.6% | -3.2% | +637.8% | +492.9% |
| All | +634.6% | -4.3% | +638.9% | +492.9% |
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