-65.3%
ALHC vs BUD
+50.1%
-115.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | -0.8% | -1.6% | +0.8% | -0.4% |
| 30D | -9.6% | +6.7% | -16.3% | -11.2% |
| 3M | -44.5% | +5.9% | -50.4% | -45.4% |
| 6M | -59.2% | +5.1% | -64.3% | -59.8% |
| YTD | -62.0% | +32.9% | -94.9% | -65.0% |
| 1Y | -54.8% | +31.8% | -86.6% | -58.3% |
| 3Y | +25.0% | +47.4% | -22.4% | +9.0% |
| 5Y | -65.3% | +50.8% | -116.1% | -71.6% |
| All | -65.3% | +50.1% | -115.5% | -71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling