+7,601.2%
AMD vs BUD
-2.2%
+7,603.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +0.9% |
| 7D | +6.5% | +6.0% | +0.4% | +4.3% |
| 30D | -15.3% | +11.3% | -26.6% | -18.9% |
| 3M | +9.7% | +3.6% | +6.2% | +7.4% |
| 6M | +13.2% | +7.7% | +5.5% | +8.4% |
| YTD | +140.6% | +36.4% | +104.2% | +110.7% |
| 1Y | +111.2% | +37.8% | +73.3% | +83.8% |
| 3Y | +334.4% | +51.2% | +283.2% | +255.6% |
| 5Y | +268.3% | +53.4% | +214.9% | +196.2% |
| All | +7,601.2% | -2.2% | +7,603.4% | +6,888.5% |
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