+105.8%
DAL vs BUD
+46.3%
+59.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | +0.3% | -0.1% | 0.0% |
| 30D | -13.9% | -5.7% | -8.3% | -11.6% |
| 3M | +1.1% | +3.1% | -2.0% | -0.7% |
| 6M | +26.2% | +7.9% | +18.4% | +21.1% |
| YTD | +16.4% | +27.3% | -10.9% | +2.5% |
| 1Y | +33.9% | +37.8% | -4.0% | +13.0% |
| 3Y | +93.4% | +49.8% | +43.5% | +50.0% |
| All | +105.8% | +46.3% | +59.5% | +62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling