+21.9%
GE vs BUD
+36.8%
-14.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | +1.2% | +0.8% | +0.4% | +1.0% |
| 30D | -9.5% | -4.8% | -4.7% | -8.6% |
| 3M | +4.1% | +1.4% | +2.8% | +3.0% |
| 6M | +3.9% | +9.9% | -5.9% | -1.2% |
| YTD | +9.0% | +26.3% | -17.3% | +7.1% |
| All | +21.9% | +36.8% | -14.9% | +21.9% |
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