+39.5%
EXPE vs BUD
+48.8%
-9.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.2% |
| 7D | -9.3% | +4.5% | -13.8% | -11.0% |
| 30D | +0.1% | +12.5% | -12.4% | -4.7% |
| 3M | -15.3% | 0.0% | -15.3% | -15.4% |
| 6M | +5.5% | +3.8% | +1.7% | +3.5% |
| YTD | -8.0% | +33.1% | -41.0% | -20.5% |
| 1Y | +18.9% | +35.5% | -16.6% | +1.9% |
| 3Y | +135.5% | +49.4% | +86.1% | +83.8% |
| All | +39.5% | +48.8% | -9.3% | +2.2% |
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 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