+45.4%
GILD vs BUD
+38.4%
+7.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +3.5% |
| 7D | +9.6% | +3.3% | +6.3% | +8.8% |
| 30D | +20.6% | +11.8% | +8.8% | +17.5% |
| 3M | +29.7% | -1.1% | +30.8% | +30.0% |
| 6M | +33.1% | +14.9% | +18.2% | +27.5% |
| YTD | +44.7% | +32.6% | +12.1% | +33.4% |
| 1Y | +45.4% | +37.2% | +8.2% | +32.1% |
| All | +45.4% | +38.4% | +7.0% | +32.1% |
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