+148.0%
ADBE vs BUD
-22.8%
+170.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -1.9% | -2.2% |
| 7D | -12.9% | -3.2% | -9.7% | -12.1% |
| 30D | -5.6% | -3.7% | -2.0% | -4.6% |
| 3M | +6.6% | -4.4% | +11.1% | +8.0% |
| 6M | -9.6% | +7.7% | -17.3% | -12.0% |
| YTD | -28.9% | +23.1% | -52.0% | -33.8% |
| 1Y | -28.9% | +33.6% | -62.6% | -35.6% |
| 3Y | -55.6% | +44.7% | -100.3% | -61.5% |
| 5Y | -62.2% | +44.9% | -107.2% | -67.8% |
| All | +148.0% | -22.8% | +170.9% | +140.6% |
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