+1,587.5%
AMAT vs BUD
-23.0%
+1,610.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.2% | +4.2% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -14.8% | -5.7% | -9.1% | -12.8% |
| 3M | -9.3% | +3.1% | -12.4% | -11.3% |
| 6M | +27.4% | +7.9% | +19.5% | +21.8% |
| YTD | +77.6% | +27.3% | +50.2% | +56.9% |
| 1Y | +188.9% | +37.8% | +151.1% | +144.9% |
| 3Y | +202.3% | +49.8% | +152.4% | +136.1% |
| 5Y | +248.9% | +43.8% | +205.1% | +174.1% |
| All | +1,587.5% | -23.0% | +1,610.5% | +1,433.7% |
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