+203.0%
AMAT vs BUD
+50.7%
+152.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.2% | +4.3% |
| 7D | -1.5% | +0.3% | -1.8% | -1.5% |
| 30D | -14.8% | -5.7% | -9.1% | -14.4% |
| 3M | -9.3% | +3.1% | -12.4% | -9.8% |
| 6M | +27.4% | +7.9% | +19.5% | +25.5% |
| YTD | +77.6% | +27.3% | +50.2% | +72.8% |
| 1Y | +188.9% | +37.8% | +151.1% | +178.9% |
| All | +203.0% | +50.7% | +152.3% | +182.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling