+45.8%
AMZN vs BUD
+45.2%
+0.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | +0.8% | +0.8% | 0.0% | +0.6% |
| 30D | -6.4% | -4.8% | -1.6% | -5.0% |
| 3M | +4.8% | +1.4% | +3.4% | +4.1% |
| 6M | +20.5% | +9.9% | +10.7% | +16.5% |
| YTD | +11.3% | +26.3% | -15.0% | +2.4% |
| 1Y | +9.0% | +36.1% | -27.2% | -2.3% |
| 3Y | +85.9% | +48.6% | +37.3% | +53.5% |
| 5Y | +45.8% | +45.0% | +0.8% | +18.8% |
| All | +45.8% | +45.2% | +0.6% | +18.8% |
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 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