+3,922.7%
DELL vs BUD
-22.8%
+3,945.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.2% |
| 7D | -1.9% | -3.2% | +1.3% | -0.8% |
| 30D | +14.9% | -3.7% | +18.6% | +16.2% |
| 3M | +37.2% | -4.4% | +41.7% | +38.6% |
| 6M | +254.0% | +7.7% | +246.3% | +240.9% |
| YTD | +306.1% | +23.1% | +283.1% | +271.8% |
| 1Y | +312.3% | +33.6% | +278.6% | +265.4% |
| 3Y | +654.0% | +44.7% | +609.3% | +529.1% |
| 5Y | +1,055.3% | +44.9% | +1,010.4% | +844.8% |
| All | +3,922.7% | -22.8% | +3,945.5% | +3,374.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling