+1,326.9%
AAPL vs BUD
-4.5%
+1,331.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.7% |
| 7D | +1.8% | +0.5% | +1.3% | +1.6% |
| 30D | +4.3% | +7.4% | -3.1% | +2.0% |
| 3M | +16.6% | +4.3% | +12.3% | +15.0% |
| 6M | +21.6% | +5.3% | +16.3% | +19.3% |
| YTD | +31.2% | +33.2% | -2.1% | +19.4% |
| 1Y | +29.6% | +31.8% | -2.2% | +18.3% |
| 3Y | +93.1% | +47.8% | +45.3% | +67.6% |
| 5Y | +146.2% | +50.2% | +96.1% | +109.5% |
| 10Y | +1,326.9% | -4.8% | +1,331.7% | +1,205.0% |
| All | +1,326.9% | -4.5% | +1,331.3% | +1,205.0% |
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