+3,047.2%
DELL vs BUD
-17.9%
+3,065.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.1% | -8.3% | -7.5% |
| 7D | +4.9% | +1.0% | +3.9% | +4.4% |
| 30D | -32.1% | +6.7% | -38.8% | -34.0% |
| 3M | -30.2% | +5.7% | -35.9% | -32.2% |
| 6M | +41.7% | +5.8% | +35.9% | +36.6% |
| YTD | +176.6% | +34.4% | +142.2% | +143.7% |
| 1Y | +159.9% | +33.3% | +126.7% | +129.6% |
| 3Y | +388.0% | +48.8% | +339.2% | +302.1% |
| 5Y | +578.2% | +52.5% | +525.7% | +442.9% |
| 10Y | +2,653.4% | -4.0% | +2,657.4% | +2,178.3% |
| All | +3,047.2% | -17.9% | +3,065.1% | +2,581.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling