+129.2%
ADBE vs BUD
-4.5%
+133.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.3% | +2.7% | +1.1% |
| 7D | -4.4% | +0.5% | -4.9% | -4.5% |
| 30D | -0.2% | +7.4% | -7.6% | -2.3% |
| 3M | -9.9% | +4.3% | -14.2% | -11.0% |
| 6M | -3.5% | +5.3% | -8.8% | -5.1% |
| YTD | -32.1% | +33.2% | -65.4% | -38.3% |
| 1Y | -28.7% | +31.8% | -60.5% | -35.0% |
| 3Y | -60.2% | +47.8% | -108.0% | -65.6% |
| 5Y | -63.1% | +50.2% | -113.2% | -68.7% |
| 10Y | +129.2% | -4.8% | +134.0% | +108.1% |
| All | +129.2% | -4.5% | +133.6% | +108.1% |
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 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