+8.3%
DIS vs BUD
+38.4%
-30.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +3.3% |
| 7D | +9.1% | +3.3% | +5.8% | +8.0% |
| 30D | +14.8% | +11.8% | +3.0% | +11.4% |
| 3M | +21.2% | -1.1% | +22.2% | +20.8% |
| 6M | +18.3% | +14.9% | +3.4% | +14.6% |
| YTD | +5.4% | +32.6% | -27.2% | -3.1% |
| 1Y | +8.3% | +37.2% | -28.9% | -2.3% |
| All | +8.3% | +38.4% | -30.1% | -2.3% |
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