+829.9%
ADBE vs BUD
+201.1%
+628.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.8% |
| 7D | -8.6% | +0.3% | -8.9% | -8.7% |
| 30D | +2.8% | -5.7% | +8.4% | +5.0% |
| 3M | +3.1% | +3.1% | 0.0% | +1.9% |
| 6M | -2.4% | +7.9% | -10.3% | -5.7% |
| YTD | -23.9% | +27.3% | -51.2% | -31.0% |
| 1Y | -22.6% | +37.8% | -60.4% | -32.0% |
| 3Y | -52.7% | +49.8% | -102.5% | -60.7% |
| 5Y | -60.0% | +43.8% | -103.9% | -66.9% |
| 10Y | +157.3% | -22.6% | +180.0% | +159.7% |
| All | +829.9% | +201.1% | +628.8% | +384.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling