+1,162.1%
AMAT vs BUD
-9.0%
+1,171.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.8% |
| 7D | -14.7% | +4.5% | -19.2% | -16.5% |
| 30D | -36.1% | +12.5% | -48.6% | -39.7% |
| 3M | -36.9% | 0.0% | -36.8% | -37.7% |
| 6M | -22.2% | +3.8% | -26.0% | -25.0% |
| YTD | +29.9% | +33.1% | -3.1% | +11.3% |
| 1Y | +43.3% | +35.5% | +7.8% | +21.4% |
| 3Y | +142.7% | +49.4% | +93.3% | +89.0% |
| 5Y | +126.2% | +48.0% | +78.2% | +74.2% |
| All | +1,162.1% | -9.0% | +1,171.1% | +997.0% |
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