+2,757.0%
GOOG vs BUD
+214.2%
+2,542.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +4.8% | -1.6% | +6.4% | +5.4% |
| 30D | -15.5% | +6.7% | -22.2% | -17.5% |
| 3M | -13.7% | +5.9% | -19.6% | -15.6% |
| 6M | -23.0% | +5.1% | -28.0% | -24.7% |
| YTD | -5.7% | +32.9% | -38.6% | -15.2% |
| 1Y | +3.0% | +31.8% | -28.8% | -7.2% |
| 3Y | +122.4% | +47.4% | +75.0% | +88.2% |
| 5Y | +99.2% | +50.8% | +48.4% | +64.8% |
| 10Y | +690.8% | -5.1% | +695.9% | +633.7% |
| All | +2,757.0% | +214.2% | +2,542.8% | +1,534.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling