+289.9%
CAH vs BUD
-22.8%
+312.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -1.5% |
| 7D | -5.1% | -3.2% | -1.9% | -4.3% |
| 30D | -1.8% | -3.7% | +1.9% | -0.9% |
| 3M | +9.4% | -4.4% | +13.8% | +10.4% |
| 6M | +9.2% | +7.7% | +1.5% | +6.6% |
| YTD | +15.7% | +23.1% | -7.4% | +8.8% |
| 1Y | +59.7% | +33.6% | +26.1% | +46.7% |
| 3Y | +178.5% | +44.7% | +133.8% | +145.4% |
| 5Y | +398.3% | +44.9% | +353.3% | +330.1% |
| All | +289.9% | -22.8% | +312.7% | +279.1% |
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 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