+111.7%
INTC vs BUD
+45.2%
+66.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.8% | +9.8% | +9.4% |
| 7D | +17.4% | +0.8% | +16.7% | +17.0% |
| 30D | +2.8% | -4.8% | +7.6% | +4.7% |
| 3M | -5.3% | +1.4% | -6.6% | -6.5% |
| 6M | +140.6% | +9.9% | +130.7% | +129.8% |
| YTD | +183.1% | +26.3% | +156.8% | +155.9% |
| 1Y | +326.8% | +36.1% | +290.6% | +273.6% |
| 3Y | +179.4% | +48.6% | +130.9% | +126.8% |
| 5Y | +111.7% | +45.0% | +66.7% | +71.0% |
| All | +111.7% | +45.2% | +66.6% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling