+100.2%
DAL vs BUD
+50.9%
+49.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.8% | -6.2% | -5.2% |
| 7D | +4.6% | +7.1% | -2.6% | +1.2% |
| 30D | +2.3% | +12.7% | -10.3% | -3.6% |
| 3M | -8.1% | 0.0% | -8.1% | -8.4% |
| 6M | +21.4% | +7.6% | +13.8% | +16.4% |
| YTD | +24.3% | +35.0% | -10.7% | +5.4% |
| 1Y | +47.4% | +37.6% | +9.8% | +23.6% |
| 3Y | +164.6% | +51.5% | +113.1% | +102.7% |
| 5Y | +100.2% | +50.2% | +50.0% | +48.5% |
| All | +100.2% | +50.9% | +49.3% | +48.5% |
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 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