+643.8%
AMZN vs BUD
-3.2%
+647.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +2.8% | -1.6% | +4.4% | +3.2% |
| 30D | +3.4% | +6.7% | -3.2% | +1.6% |
| 3M | +0.1% | +5.9% | -5.8% | -1.6% |
| 6M | +0.6% | +5.1% | -4.5% | -1.0% |
| YTD | +15.9% | +32.9% | -17.0% | +6.7% |
| 1Y | +9.5% | +31.8% | -22.3% | +1.0% |
| 3Y | +86.3% | +47.4% | +38.9% | +63.3% |
| 5Y | +51.7% | +50.8% | +0.9% | +30.9% |
| All | +643.8% | -3.2% | +647.0% | +581.4% |
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 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