+60.4%
UBER vs BUD
+49.8%
+10.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.9% | +0.3% | -4.2% | -3.9% |
| 30D | +11.1% | -5.7% | +16.8% | +11.8% |
| 3M | +4.9% | +3.1% | +1.8% | +4.5% |
| 6M | -1.2% | +7.9% | -9.0% | -2.1% |
| YTD | -7.3% | +27.3% | -34.6% | -9.8% |
| 1Y | -17.6% | +37.8% | -55.4% | -20.8% |
| All | +60.4% | +49.8% | +10.6% | +41.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling