-25.6%
ADSK vs BUD
+44.8%
-70.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.5% |
| 7D | -10.9% | -3.2% | -7.7% | -10.0% |
| 30D | -15.9% | -3.7% | -12.2% | -14.9% |
| 3M | -4.4% | -4.4% | +0.1% | -3.2% |
| 6M | -16.6% | +7.7% | -24.4% | -19.1% |
| YTD | -28.5% | +23.1% | -51.6% | -34.1% |
| 1Y | -34.6% | +33.6% | -68.3% | -41.8% |
| 3Y | -3.5% | +44.7% | -48.2% | -19.5% |
| 5Y | -25.6% | +44.9% | -70.5% | -40.9% |
| All | -25.6% | +44.8% | -70.4% | -40.9% |
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