+157.4%
GE vs BUD
-4.3%
+161.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.2% |
| 7D | +5.4% | +6.0% | -0.7% | +2.4% |
| 30D | +9.6% | +11.3% | -1.6% | +3.9% |
| 3M | -7.7% | +3.6% | -11.3% | -9.7% |
| 6M | +14.0% | +7.7% | +6.3% | +8.8% |
| YTD | +10.2% | +36.4% | -26.2% | -6.7% |
| 1Y | +8.9% | +37.8% | -28.9% | -8.5% |
| 3Y | +273.7% | +51.2% | +222.4% | +189.1% |
| 5Y | +410.2% | +53.4% | +356.8% | +281.6% |
| 10Y | +157.4% | -3.2% | +160.6% | +97.5% |
| All | +157.4% | -4.3% | +161.7% | +97.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling