+249.6%
ALAB vs BUD
+49.0%
+200.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.3% | +12.4% | +14.1% |
| 7D | -5.6% | +1.3% | -6.9% | -5.0% |
| 30D | -36.6% | +10.0% | -46.7% | -34.9% |
| 3M | -35.1% | +1.6% | -36.7% | -34.0% |
| 6M | +8.5% | +6.5% | +2.0% | +11.3% |
| YTD | +30.4% | +34.8% | -4.5% | +36.9% |
| 1Y | +31.0% | +36.5% | -5.4% | +37.8% |
| All | +249.6% | +49.0% | +200.7% | +314.8% |
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