+2,674.3%
GOOGL vs BUD
+218.9%
+2,455.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.2% | +0.7% |
| 7D | +3.3% | +1.3% | +1.9% | +2.8% |
| 30D | -18.1% | +10.0% | -28.1% | -20.8% |
| 3M | -18.6% | +1.6% | -20.2% | -19.2% |
| 6M | -28.0% | +6.5% | -34.5% | -29.9% |
| YTD | -7.8% | +34.8% | -42.6% | -17.4% |
| 1Y | +3.6% | +36.5% | -32.9% | -7.7% |
| 3Y | +123.4% | +49.0% | +74.4% | +88.5% |
| 5Y | +95.3% | +51.7% | +43.6% | +61.3% |
| 10Y | +622.2% | -7.5% | +629.7% | +578.1% |
| All | +2,674.3% | +218.9% | +2,455.4% | +1,479.2% |
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