+346.9%
DELL vs BUD
+33.8%
+313.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | -0.1% |
| 7D | +8.7% | -1.3% | +10.1% | +8.5% |
| 30D | +16.9% | -6.1% | +23.0% | +15.7% |
| 3M | +40.4% | -3.8% | +44.2% | +39.9% |
| 6M | +267.1% | +8.2% | +258.9% | +259.6% |
| YTD | +329.1% | +23.6% | +305.5% | +321.8% |
| 1Y | +346.9% | +33.4% | +313.5% | +353.6% |
| All | +346.9% | +33.8% | +313.1% | +353.6% |
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 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