+687.9%
NFLX vs BUD
-24.2%
+712.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -8.1% | -1.3% | -6.8% | -7.8% |
| 30D | -0.3% | -6.1% | +5.8% | +1.2% |
| 3M | -6.6% | -3.8% | -2.9% | -5.8% |
| 6M | -22.7% | +8.2% | -30.8% | -24.5% |
| YTD | -18.9% | +23.6% | -42.5% | -23.7% |
| 1Y | -39.8% | +33.4% | -73.2% | -44.6% |
| 3Y | +71.7% | +45.3% | +26.4% | +51.8% |
| 5Y | +27.2% | +44.3% | -17.0% | +11.2% |
| 10Y | +687.9% | -22.8% | +710.6% | +678.5% |
| All | +687.9% | -24.2% | +712.1% | +678.5% |
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