-65.5%
AAL vs BUD
-4.3%
-61.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.1% |
| 7D | +10.1% | +6.0% | +4.0% | +6.0% |
| 30D | +10.6% | +11.3% | -0.7% | +3.1% |
| 3M | -5.9% | +3.6% | -9.5% | -8.5% |
| 6M | +5.7% | +7.7% | -2.0% | +0.2% |
| YTD | -8.0% | +36.4% | -44.3% | -25.6% |
| 1Y | +6.0% | +37.8% | -31.8% | -15.1% |
| 3Y | +19.6% | +51.2% | -31.7% | -13.7% |
| 5Y | -34.6% | +53.4% | -88.0% | -53.8% |
| 10Y | -65.5% | -3.2% | -62.3% | -74.6% |
| All | -65.5% | -4.3% | -61.2% | -74.6% |
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