+3,831.7%
BKNG vs BUD
+192.2%
+3,639.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.2% | -1.6% | -2.7% |
| 7D | -13.1% | -1.3% | -11.8% | -12.5% |
| 30D | -18.5% | -6.1% | -12.4% | -16.0% |
| 3M | +5.8% | -3.8% | +9.5% | +7.7% |
| 6M | -2.1% | +8.2% | -10.3% | -6.4% |
| YTD | -18.6% | +23.6% | -42.2% | -27.8% |
| 1Y | -21.7% | +33.4% | -55.1% | -33.2% |
| 3Y | +40.9% | +45.3% | -4.4% | +10.6% |
| 5Y | +91.0% | +44.3% | +46.7% | +48.1% |
| 10Y | +213.2% | -22.8% | +235.9% | +210.7% |
| All | +3,831.7% | +192.2% | +3,639.5% | +1,584.9% |
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