+1,321.9%
AMAT vs BUD
-2.1%
+1,324.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.9% | -3.2% |
| 7D | +11.4% | +1.0% | +10.3% | +10.9% |
| 30D | -17.0% | +6.7% | -23.7% | -19.9% |
| 3M | -30.6% | +5.7% | -36.3% | -33.1% |
| 6M | -14.9% | +5.8% | -20.8% | -18.8% |
| YTD | +44.7% | +34.4% | +10.3% | +23.4% |
| 1Y | +66.9% | +33.3% | +33.6% | +42.6% |
| 3Y | +153.3% | +48.8% | +104.5% | +97.8% |
| 5Y | +146.2% | +52.5% | +93.7% | +86.9% |
| All | +1,321.9% | -2.1% | +1,324.0% | +1,053.3% |
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 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