+38.8%
PYPL vs BUD
-24.2%
+63.0%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.2% | +0.3% | -1.2% |
| 7D | -4.3% | -1.3% | -3.0% | -3.9% |
| 30D | -11.5% | -6.1% | -5.3% | -9.7% |
| 3M | +26.1% | -3.8% | +29.9% | +27.5% |
| 6M | +13.7% | +8.2% | +5.5% | +9.8% |
| YTD | -9.8% | +23.6% | -33.4% | -17.3% |
| 1Y | -22.1% | +33.4% | -55.5% | -30.4% |
| 3Y | -13.5% | +45.3% | -58.8% | -26.6% |
| 5Y | -81.6% | +44.3% | -125.9% | -84.5% |
| 10Y | +38.8% | -22.8% | +61.5% | +32.3% |
| All | +38.8% | -24.2% | +63.0% | +32.3% |
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