+1,237.1%
AAPL vs BUD
-24.2%
+1,261.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.4% |
| 7D | -3.0% | -1.3% | -1.6% | -2.6% |
| 30D | +2.3% | -6.1% | +8.4% | +4.2% |
| 3M | +8.6% | -3.8% | +12.4% | +9.7% |
| 6M | +21.6% | +8.2% | +13.4% | +18.3% |
| YTD | +16.3% | +23.6% | -7.3% | +8.4% |
| 1Y | +35.1% | +33.4% | +1.6% | +22.8% |
| 3Y | +79.4% | +45.3% | +34.0% | +56.2% |
| 5Y | +109.8% | +44.3% | +65.6% | +80.7% |
| 10Y | +1,237.1% | -22.8% | +1,259.8% | +1,209.1% |
| All | +1,237.1% | -24.2% | +1,261.3% | +1,209.1% |
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