+6,442.4%
AMZN vs BUD
+218.9%
+6,223.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +2.5% |
| 7D | +8.7% | +1.3% | +7.3% | +8.2% |
| 30D | +1.7% | +10.0% | -8.3% | -1.5% |
| 3M | -2.8% | +1.6% | -4.3% | -3.5% |
| 6M | -2.1% | +6.5% | -8.6% | -4.6% |
| YTD | +15.6% | +34.8% | -19.2% | +3.7% |
| 1Y | +9.2% | +36.5% | -27.2% | -2.5% |
| 3Y | +89.9% | +49.0% | +40.9% | +60.5% |
| 5Y | +49.3% | +51.7% | -2.4% | +24.3% |
| 10Y | +591.6% | -7.5% | +599.2% | +558.6% |
| All | +6,442.4% | +218.9% | +6,223.5% | +3,360.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling