+8.9%
GE vs BUD
+38.4%
-29.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +2.1% |
| 7D | +9.4% | +3.3% | +6.1% | +8.5% |
| 30D | +7.5% | +11.8% | -4.3% | +4.6% |
| 3M | -12.5% | -1.1% | -11.5% | -12.4% |
| 6M | +17.8% | +14.9% | +2.9% | +11.0% |
| YTD | +7.4% | +32.6% | -25.2% | +3.6% |
| 1Y | +8.9% | +37.2% | -28.3% | +5.2% |
| All | +8.9% | +38.4% | -29.5% | +5.2% |
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