+5,266.5%
AMAT vs BUD
+201.1%
+5,065.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.7% |
| 3M | -9.3% | +3.1% | -12.4% | -11.5% |
| 6M | +27.4% | +7.9% | +19.5% | +21.5% |
| YTD | +77.6% | +27.3% | +50.2% | +55.9% |
| 1Y | +188.9% | +37.8% | +151.1% | +143.0% |
| 3Y | +202.3% | +49.8% | +152.4% | +134.3% |
| 5Y | +248.9% | +43.8% | +205.1% | +172.5% |
| 10Y | +1,585.2% | -22.6% | +1,607.8% | +1,562.9% |
| All | +5,266.5% | +201.1% | +5,065.4% | +2,400.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling