+569.8%
DELL vs BUD
+51.6%
+518.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.3% |
| 7D | +4.9% | +1.0% | +3.9% | +4.6% |
| 30D | -32.1% | +6.7% | -38.8% | -33.2% |
| 3M | -30.2% | +5.7% | -35.9% | -31.4% |
| 6M | +41.7% | +5.8% | +35.9% | +38.4% |
| YTD | +176.6% | +34.4% | +142.2% | +150.6% |
| 1Y | +159.9% | +33.3% | +126.7% | +136.1% |
| 3Y | +388.0% | +48.8% | +339.2% | +313.1% |
| All | +569.8% | +51.6% | +518.2% | +430.4% |
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