+105.7%
INTC vs BUD
-2.2%
+108.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.2% | -2.5% |
| 7D | -4.0% | +6.0% | -10.0% | -6.1% |
| 30D | -44.5% | +11.3% | -55.8% | -47.1% |
| 3M | -40.4% | +3.6% | -44.0% | -41.9% |
| 6M | -53.5% | +7.7% | -61.2% | -55.6% |
| YTD | +57.5% | +36.4% | +21.2% | +37.5% |
| 1Y | +51.2% | +37.8% | +13.3% | +31.2% |
| 3Y | +51.6% | +51.2% | +0.4% | +24.0% |
| 5Y | +23.5% | +53.4% | -29.9% | -0.9% |
| All | +105.7% | -2.2% | +108.0% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling