+319.1%
DELL vs BUD
+36.8%
+282.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.5% |
| 7D | +14.9% | +0.3% | +14.6% | +14.9% |
| 30D | +13.3% | -5.7% | +18.9% | +12.2% |
| 3M | +24.4% | +3.1% | +21.3% | +25.1% |
| 6M | +258.0% | +7.9% | +250.1% | +252.1% |
| YTD | +320.2% | +27.3% | +292.9% | +315.0% |
| 1Y | +319.1% | +37.8% | +281.2% | +325.0% |
| All | +319.1% | +36.8% | +282.2% | +325.0% |
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