+106.4%
AMCR vs BUD
+54.8%
+51.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -1.9% | +0.3% | -2.1% | -2.0% |
| 30D | -4.1% | -5.7% | +1.6% | -2.5% |
| 3M | +21.7% | +3.1% | +18.6% | +20.5% |
| 6M | +1.5% | +7.9% | -6.4% | -0.8% |
| YTD | +13.1% | +27.3% | -14.2% | +5.7% |
| 1Y | +16.5% | +37.8% | -21.3% | +6.5% |
| 3Y | +10.3% | +49.8% | -39.6% | -2.3% |
| 5Y | -7.7% | +43.8% | -51.5% | -18.2% |
| 10Y | +24.6% | -22.6% | +47.3% | +5.2% |
| All | +106.4% | +54.8% | +51.6% | +70.8% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling