+6.4%
ELV vs BUD
+51.6%
-45.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.3% |
| 7D | +1.0% | +1.0% | -0.1% | +0.7% |
| 30D | +0.4% | +6.7% | -6.3% | -0.9% |
| 3M | +8.4% | +5.7% | +2.7% | +7.1% |
| 6M | +8.4% | +5.8% | +2.6% | +6.9% |
| YTD | +24.4% | +34.4% | -10.0% | +16.2% |
| 1Y | +33.5% | +33.3% | +0.2% | +24.9% |
| 3Y | -2.1% | +48.8% | -50.9% | -11.0% |
| All | +6.4% | +51.6% | -45.2% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling