+270.0%
INTC vs BUD
-24.2%
+294.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +2.5% |
| 7D | +18.0% | -1.3% | +19.3% | +18.5% |
| 30D | +8.9% | -6.1% | +15.1% | +11.4% |
| 3M | -1.6% | -3.8% | +2.2% | -0.7% |
| 6M | +133.1% | +8.2% | +124.9% | +124.9% |
| YTD | +187.9% | +23.6% | +164.3% | +163.7% |
| 1Y | +334.7% | +33.4% | +301.3% | +285.6% |
| 3Y | +184.2% | +45.3% | +138.9% | +137.9% |
| 5Y | +116.0% | +44.3% | +71.7% | +79.0% |
| 10Y | +270.0% | -22.8% | +292.7% | +227.9% |
| All | +270.0% | -24.2% | +294.2% | +227.9% |
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