+1,370.8%
AMAT vs BUD
-4.3%
+1,375.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | -2.5% | +6.0% | -8.5% | -4.9% |
| 30D | -26.5% | +11.3% | -37.8% | -30.3% |
| 3M | -28.6% | +3.6% | -32.1% | -30.5% |
| 6M | -14.2% | +7.7% | -22.0% | -18.6% |
| YTD | +45.5% | +36.4% | +9.1% | +23.5% |
| 1Y | +59.3% | +37.8% | +21.5% | +34.3% |
| 3Y | +153.1% | +51.2% | +101.9% | +96.7% |
| 5Y | +158.2% | +53.4% | +104.8% | +96.0% |
| 10Y | +1,370.8% | -3.2% | +1,374.0% | +1,135.7% |
| All | +1,370.8% | -4.3% | +1,375.1% | +1,135.7% |
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