+485.4%
ABBV vs BUD
-23.5%
+509.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -4.3% | +0.8% | -5.1% | -4.5% |
| 30D | +1.1% | -4.8% | +5.9% | +2.2% |
| 3M | +12.3% | +1.4% | +11.0% | +11.9% |
| 6M | +9.8% | +9.9% | -0.1% | +7.2% |
| YTD | +11.5% | +26.3% | -14.9% | +5.5% |
| 1Y | +22.3% | +36.1% | -13.9% | +13.8% |
| 3Y | +85.2% | +48.6% | +36.6% | +67.1% |
| 5Y | +170.8% | +45.0% | +125.8% | +141.8% |
| 10Y | +485.4% | -23.1% | +508.5% | +516.7% |
| All | +485.4% | -23.5% | +509.0% | +516.7% |
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