-25.0%
TEVA vs BUD
-22.3%
-2.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.7% |
| 7D | +2.0% | -2.6% | +4.6% | +3.2% |
| 30D | +1.0% | -1.2% | +2.2% | +1.4% |
| 3M | +7.3% | -4.9% | +12.2% | +9.4% |
| 6M | +21.7% | +9.3% | +12.5% | +15.9% |
| YTD | +18.8% | +24.0% | -5.1% | +6.6% |
| 1Y | +86.5% | +34.5% | +51.9% | +60.9% |
| 3Y | +269.4% | +43.7% | +225.8% | +203.2% |
| 5Y | +303.6% | +46.0% | +257.6% | +222.1% |
| All | -25.0% | -22.3% | -2.7% | -34.7% |
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 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