+44.5%
JBL vs BUD
+34.1%
+10.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.4% |
| 7D | +4.0% | -1.3% | +5.3% | +4.0% |
| 30D | -7.5% | -6.1% | -1.3% | -7.5% |
| 3M | -14.1% | -3.8% | -10.3% | -14.3% |
| 6M | +25.9% | +8.2% | +17.7% | +22.6% |
| YTD | +36.7% | +23.6% | +13.1% | +33.1% |
| All | +44.5% | +34.1% | +10.4% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling