+82.2%
UBER vs BUD
+5.5%
+76.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.9% | +0.3% | -4.2% | -4.0% |
| 30D | +11.1% | -5.7% | +16.8% | +14.2% |
| 3M | +4.9% | +3.1% | +1.8% | +3.0% |
| 6M | -1.2% | +7.9% | -9.0% | -5.6% |
| YTD | -7.3% | +27.3% | -34.6% | -19.0% |
| 1Y | -17.6% | +37.8% | -55.4% | -31.4% |
| 3Y | +61.1% | +49.8% | +11.2% | +22.4% |
| 5Y | +87.9% | +43.8% | +44.1% | +43.5% |
| All | +82.2% | +5.5% | +76.8% | +36.1% |
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