+196.6%
AMD vs BUD
+50.9%
+145.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +1.8% | -19.1% | -17.8% |
| 7D | -28.6% | +7.1% | -35.7% | -30.3% |
| 30D | -37.7% | +12.7% | -50.4% | -40.5% |
| 3M | -16.1% | 0.0% | -16.1% | -16.6% |
| 6M | +13.8% | +7.6% | +6.2% | +9.4% |
| YTD | +88.8% | +35.0% | +53.8% | +65.1% |
| 1Y | +57.8% | +37.6% | +20.2% | +36.6% |
| 3Y | +260.3% | +51.5% | +208.7% | +185.1% |
| 5Y | +196.6% | +50.2% | +146.4% | +124.4% |
| All | +196.6% | +50.9% | +145.7% | +124.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling