+89.9%
AMZN vs BUD
+48.5%
+41.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +2.9% |
| 7D | +8.7% | +1.3% | +7.3% | +8.5% |
| 30D | +1.7% | +10.0% | -8.3% | +1.1% |
| 3M | -2.8% | +1.6% | -4.3% | -2.9% |
| 6M | -2.1% | +6.5% | -8.6% | -2.5% |
| YTD | +15.6% | +34.8% | -19.2% | +13.6% |
| 1Y | +9.2% | +36.5% | -27.2% | +7.2% |
| 3Y | +89.9% | +49.0% | +40.9% | +75.5% |
| All | +89.9% | +48.5% | +41.3% | +75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling