+271.8%
ELV vs BUD
-22.8%
+294.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | +0.9% | -3.2% | +4.1% | +1.8% |
| 30D | +7.2% | -3.7% | +10.8% | +8.3% |
| 3M | +3.4% | -4.4% | +7.9% | +4.5% |
| 6M | +48.6% | +7.7% | +40.9% | +44.5% |
| YTD | +20.6% | +23.1% | -2.5% | +12.6% |
| 1Y | +38.5% | +33.6% | +4.9% | +26.2% |
| 3Y | -2.4% | +44.7% | -47.1% | -14.6% |
| 5Y | +25.3% | +44.9% | -19.6% | +7.5% |
| All | +271.8% | -22.8% | +294.6% | +234.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling