+2,725.3%
GOOGL vs BUD
+215.1%
+2,510.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +2.9% |
| 7D | +1.6% | +0.5% | +1.1% | +1.3% |
| 30D | -16.8% | +7.4% | -24.2% | -18.9% |
| 3M | -14.6% | +4.3% | -18.9% | -16.0% |
| 6M | -24.4% | +5.3% | -29.7% | -26.1% |
| YTD | -6.1% | +33.2% | -39.3% | -15.6% |
| 1Y | +1.0% | +31.8% | -30.8% | -9.0% |
| 3Y | +123.4% | +47.8% | +75.6% | +89.0% |
| 5Y | +103.2% | +50.2% | +53.1% | +68.3% |
| 10Y | +667.7% | -4.8% | +672.5% | +611.4% |
| All | +2,725.3% | +215.1% | +2,510.3% | +1,514.2% |
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