+165.5%
ABCL vs BUD
+49.3%
+116.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.5% | +8.2% | +6.8% |
| 7D | -3.2% | +4.5% | -7.6% | -3.6% |
| 30D | -7.4% | +12.5% | -19.9% | -9.0% |
| 3M | +81.9% | 0.0% | +81.9% | +82.2% |
| 6M | +135.7% | +3.8% | +131.9% | +133.4% |
| YTD | +247.4% | +33.1% | +214.3% | +221.8% |
| 1Y | +162.3% | +35.5% | +126.7% | +141.3% |
| 3Y | +165.5% | +49.4% | +116.1% | +104.2% |
| All | +165.5% | +49.3% | +116.1% | +104.2% |
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