+788.5%
XLK vs BUD
-22.3%
+810.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | +0.2% | -2.6% | +2.8% | +1.0% |
| 30D | -0.6% | -1.2% | +0.6% | -0.3% |
| 3M | +2.6% | -4.9% | +7.5% | +3.7% |
| 6M | +34.0% | +9.3% | +24.7% | +29.4% |
| YTD | +30.7% | +24.0% | +6.7% | +20.9% |
| 1Y | +39.2% | +34.5% | +4.7% | +25.1% |
| 3Y | +120.4% | +43.7% | +76.8% | +89.6% |
| 5Y | +148.8% | +46.0% | +102.8% | +109.4% |
| All | +788.5% | -22.3% | +810.7% | +738.8% |
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