+89.2%
AAPL vs BUD
+51.6%
+37.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | +5.0% | +6.0% | -1.0% | +3.8% |
| 30D | +3.5% | +11.3% | -7.8% | +1.2% |
| 3M | +13.1% | +3.6% | +9.5% | +12.1% |
| 6M | +19.0% | +7.7% | +11.3% | +16.9% |
| YTD | +28.5% | +36.4% | -7.8% | +19.5% |
| 1Y | +29.7% | +37.8% | -8.1% | +20.3% |
| 3Y | +89.2% | +51.2% | +38.0% | +65.1% |
| All | +89.2% | +51.6% | +37.6% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling