-1.4%
EXPE vs BUD
+32.7%
-34.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.7% | +3.1% |
| 7D | -17.8% | +0.5% | -18.2% | -18.0% |
| 30D | -3.2% | +7.4% | -10.6% | -5.0% |
| 3M | -19.0% | +4.3% | -23.3% | -20.1% |
| 6M | +17.7% | +5.3% | +12.4% | +15.9% |
| YTD | -7.8% | +33.2% | -41.0% | -24.9% |
| 1Y | -1.4% | +31.8% | -33.1% | -18.1% |
| All | -1.4% | +32.7% | -34.1% | -18.1% |
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