+1.3%
ESTC vs BUD
+38.4%
-37.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | +0.1% |
| 7D | -15.9% | +3.3% | -19.2% | -14.8% |
| 30D | -5.5% | +11.8% | -17.3% | -2.3% |
| 3M | +26.2% | -1.1% | +27.3% | +24.1% |
| 6M | +77.0% | +14.9% | +62.1% | +87.4% |
| YTD | +18.9% | +32.6% | -13.7% | +33.4% |
| 1Y | +1.3% | +37.2% | -35.9% | +13.2% |
| All | +1.3% | +38.4% | -37.1% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling