+256.0%
ELV vs BUD
-3.2%
+259.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -0.5% | -1.6% | +1.1% | 0.0% |
| 30D | +1.1% | +6.7% | -5.6% | -0.8% |
| 3M | +8.2% | +5.9% | +2.3% | +6.3% |
| 6M | +10.2% | +5.1% | +5.2% | +8.2% |
| YTD | +24.4% | +32.9% | -8.4% | +13.5% |
| 1Y | +33.8% | +31.8% | +2.0% | +22.3% |
| 3Y | -1.4% | +47.4% | -48.7% | -14.0% |
| 5Y | +5.8% | +50.8% | -45.0% | -10.2% |
| All | +256.0% | -3.2% | +259.2% | +200.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling