+102.9%
DAL vs BUD
+48.8%
+54.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.5% | +3.6% | +2.8% |
| 7D | +8.8% | +4.5% | +4.3% | +6.5% |
| 30D | +5.4% | +12.5% | -7.1% | -0.7% |
| 3M | -4.9% | 0.0% | -4.9% | -5.3% |
| 6M | +19.8% | +3.8% | +16.0% | +16.8% |
| YTD | +27.0% | +33.1% | -6.1% | +8.4% |
| 1Y | +52.5% | +35.5% | +16.9% | +28.7% |
| 3Y | +173.8% | +49.4% | +124.5% | +111.1% |
| All | +102.9% | +48.8% | +54.1% | +49.2% |
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