+15.8%
BABA vs BUD
-8.7%
+24.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.1% | -4.2% |
| 7D | +3.8% | +1.3% | +2.5% | +3.3% |
| 30D | -5.4% | +10.0% | -15.4% | -8.8% |
| 3M | -17.9% | +1.6% | -19.5% | -18.6% |
| 6M | -24.1% | +6.5% | -30.6% | -26.4% |
| YTD | -27.4% | +34.8% | -62.3% | -36.0% |
| 1Y | -36.1% | +36.5% | -72.5% | -44.0% |
| 3Y | +35.4% | +49.0% | -13.6% | +12.7% |
| 5Y | -30.1% | +51.7% | -81.8% | -42.5% |
| 10Y | +15.8% | -7.5% | +23.4% | +7.0% |
| All | +15.8% | -8.7% | +24.6% | +7.0% |
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 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