+51.4%
PYPL vs BUD
-14.1%
+65.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | +2.7% | +0.3% | +2.4% | +2.6% |
| 30D | -4.9% | -5.7% | +0.8% | -3.1% |
| 3M | +28.9% | +3.1% | +25.8% | +27.2% |
| 6M | +18.2% | +7.9% | +10.4% | +14.2% |
| YTD | -5.0% | +27.3% | -32.4% | -14.0% |
| 1Y | -18.8% | +37.8% | -56.6% | -28.7% |
| 3Y | -12.6% | +49.8% | -62.4% | -27.1% |
| 5Y | -80.8% | +43.8% | -124.6% | -83.9% |
| 10Y | +49.9% | -22.6% | +72.5% | +51.8% |
| All | +51.4% | -14.1% | +65.5% | +40.4% |
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