+1,122.0%
DELL vs BUD
+45.2%
+1,076.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.6% | +2.0% |
| 7D | +25.6% | +0.8% | +24.9% | +25.4% |
| 30D | +17.7% | -4.8% | +22.5% | +19.0% |
| 3M | +33.4% | +1.4% | +32.1% | +32.4% |
| 6M | +266.2% | +9.9% | +256.3% | +253.4% |
| YTD | +328.0% | +26.3% | +301.6% | +295.2% |
| 1Y | +339.6% | +36.1% | +303.4% | +296.1% |
| 3Y | +694.6% | +48.6% | +646.0% | +567.8% |
| 5Y | +1,122.0% | +45.0% | +1,077.0% | +906.4% |
| All | +1,122.0% | +45.2% | +1,076.8% | +906.4% |
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