+475.0%
INTC vs BUD
+215.1%
+259.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.3% | +9.8% | +8.4% |
| 7D | +7.3% | +0.5% | +6.8% | +6.8% |
| 30D | -38.3% | +7.4% | -45.7% | -40.6% |
| 3M | -36.0% | +4.3% | -40.3% | -38.0% |
| 6M | -51.7% | +5.3% | -57.0% | -53.7% |
| YTD | +69.4% | +33.2% | +36.1% | +48.2% |
| 1Y | +65.0% | +31.8% | +33.2% | +44.8% |
| 3Y | +63.0% | +47.8% | +15.2% | +33.5% |
| 5Y | +33.4% | +50.2% | -16.8% | +7.3% |
| 10Y | +121.2% | -4.8% | +126.0% | +97.6% |
| All | +475.0% | +215.1% | +259.9% | +182.8% |
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