+128.8%
GOOG vs BUD
+44.7%
+84.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.5% |
| 7D | -1.6% | -1.3% | -0.2% | -1.2% |
| 30D | -7.7% | -6.1% | -1.5% | -6.0% |
| 3M | -9.3% | -3.8% | -5.5% | -8.5% |
| 6M | +7.4% | +8.2% | -0.7% | +4.6% |
| YTD | +4.9% | +23.6% | -18.7% | -1.8% |
| 1Y | +37.2% | +33.4% | +3.8% | +25.4% |
| 3Y | +141.6% | +45.3% | +96.3% | +108.2% |
| 5Y | +128.8% | +44.3% | +84.5% | +91.3% |
| All | +128.8% | +44.7% | +84.0% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling