+151.2%
GE vs BUD
-3.2%
+154.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.3% |
| 7D | +5.1% | -1.6% | +6.7% | +5.9% |
| 30D | +7.6% | +6.7% | +0.9% | +3.9% |
| 3M | -9.3% | +5.9% | -15.2% | -12.2% |
| 6M | +11.5% | +5.1% | +6.5% | +7.7% |
| YTD | +7.9% | +32.9% | -25.0% | -7.6% |
| 1Y | +7.6% | +31.8% | -24.2% | -7.6% |
| 3Y | +265.9% | +47.4% | +218.5% | +186.3% |
| 5Y | +405.9% | +50.8% | +355.1% | +280.8% |
| All | +151.2% | -3.2% | +154.4% | +96.5% |
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