+60.2%
EXEL vs BUD
+31.7%
+28.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +1.6% | -1.6% | +3.2% | +1.8% |
| 30D | +17.4% | +6.7% | +10.7% | +16.2% |
| 3M | +38.6% | +5.9% | +32.7% | +37.3% |
| 6M | +41.2% | +5.1% | +36.1% | +39.7% |
| YTD | +59.3% | +32.9% | +26.5% | +65.5% |
| 1Y | +60.2% | +31.8% | +28.4% | +66.0% |
| All | +60.2% | +31.7% | +28.5% | +66.0% |
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