+446.2%
INTC vs BUD
+218.9%
+227.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.1% | +5.0% |
| 7D | -1.0% | +1.3% | -2.3% | -1.7% |
| 30D | -43.3% | +10.0% | -53.3% | -45.9% |
| 3M | -41.6% | +1.6% | -43.2% | -42.7% |
| 6M | -52.5% | +6.5% | -59.0% | -54.5% |
| YTD | +60.9% | +34.8% | +26.1% | +40.3% |
| 1Y | +55.7% | +36.5% | +19.2% | +34.9% |
| 3Y | +59.2% | +49.0% | +10.2% | +30.1% |
| 5Y | +25.0% | +51.7% | -26.7% | +0.3% |
| 10Y | +109.3% | -7.5% | +116.8% | +89.4% |
| All | +446.2% | +218.9% | +227.3% | +167.7% |
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