+6.5%
ABNB vs BUD
+45.2%
-38.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.7% |
| 7D | -4.4% | +0.8% | -5.1% | -4.7% |
| 30D | -2.0% | -4.8% | +2.8% | +0.1% |
| 3M | +29.8% | +1.4% | +28.5% | +28.7% |
| 6M | +31.0% | +9.9% | +21.1% | +24.7% |
| YTD | +28.6% | +26.3% | +2.3% | +13.8% |
| 1Y | +40.1% | +36.1% | +3.9% | +19.4% |
| 3Y | +19.7% | +48.6% | -28.9% | -7.5% |
| 5Y | +6.5% | +45.0% | -38.5% | -19.4% |
| All | +6.5% | +45.2% | -38.7% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling