+17.1%
BABA vs BUD
-9.0%
+26.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.7% | +1.8% |
| 7D | +11.6% | +4.5% | +7.2% | +9.9% |
| 30D | +2.3% | +12.5% | -10.2% | -2.3% |
| 3M | -13.7% | 0.0% | -13.7% | -13.9% |
| 6M | -21.9% | +3.8% | -25.7% | -23.5% |
| YTD | -24.6% | +33.1% | -57.7% | -33.2% |
| 1Y | -34.1% | +35.5% | -69.6% | -42.1% |
| 3Y | +36.3% | +49.4% | -13.1% | +13.3% |
| 5Y | -26.7% | +48.0% | -74.8% | -39.3% |
| All | +17.1% | -9.0% | +26.1% | +9.5% |
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 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