+8.6%
ALB vs BUD
+38.4%
-29.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +3.1% | +2.2% | +5.1% |
| 7D | -2.1% | +3.3% | -5.4% | -2.3% |
| 30D | -9.0% | +11.8% | -20.8% | -9.8% |
| 3M | -21.1% | -1.1% | -20.0% | -21.4% |
| 6M | -49.9% | +14.9% | -64.8% | -51.0% |
| YTD | -32.3% | +32.6% | -64.9% | -35.7% |
| 1Y | +8.6% | +37.2% | -28.6% | +2.3% |
| All | +8.6% | +38.4% | -29.8% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling