-6.2%
ELV vs BUD
+48.7%
-54.9%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.3% |
| 7D | -0.3% | +0.8% | -1.0% | -0.4% |
| 30D | +2.0% | -4.8% | +6.8% | +2.7% |
| 3M | -3.5% | +1.4% | -4.8% | -3.9% |
| 6M | +40.2% | +9.9% | +30.3% | +37.3% |
| YTD | +15.8% | +26.3% | -10.5% | +10.7% |
| 1Y | +33.2% | +36.1% | -3.0% | +25.5% |
| 3Y | -6.2% | +48.6% | -54.8% | -12.2% |
| All | -6.2% | +48.7% | -54.9% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling