+59.8%
DAL vs BUD
+32.7%
+27.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.3% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +14.3% | +7.4% | +6.9% | +11.7% |
| 3M | +1.3% | +4.3% | -3.0% | -0.1% |
| 6M | +29.3% | +5.3% | +24.0% | +26.4% |
| YTD | +33.0% | +33.2% | -0.2% | +18.3% |
| 1Y | +59.8% | +31.8% | +28.1% | +44.1% |
| All | +59.8% | +32.7% | +27.1% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling