+905.3%
ELV vs BUD
+201.1%
+704.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | +3.3% | +0.3% | +3.0% | +3.2% |
| 30D | +4.2% | -5.7% | +9.8% | +6.0% |
| 3M | -0.1% | +3.1% | -3.2% | -1.3% |
| 6M | +41.3% | +7.9% | +33.4% | +37.0% |
| YTD | +17.4% | +27.3% | -9.9% | +8.0% |
| 1Y | +35.1% | +37.8% | -2.7% | +21.0% |
| 3Y | -3.2% | +49.8% | -53.1% | -17.1% |
| 5Y | +15.6% | +43.8% | -28.2% | -1.6% |
| 10Y | +276.8% | -22.6% | +299.4% | +266.2% |
| All | +905.3% | +201.1% | +704.2% | +511.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling