+406.1%
CAH vs BUD
-3.2%
+409.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +3.9% | -1.6% | +5.4% | +4.3% |
| 30D | +16.0% | +6.7% | +9.4% | +14.0% |
| 3M | +19.1% | +5.9% | +13.2% | +17.1% |
| 6M | +53.0% | +5.1% | +48.0% | +50.5% |
| YTD | +36.6% | +32.9% | +3.7% | +25.8% |
| 1Y | +37.4% | +31.8% | +5.6% | +26.8% |
| 3Y | +178.8% | +47.4% | +131.5% | +145.2% |
| 5Y | +498.6% | +50.8% | +447.8% | +412.9% |
| All | +406.1% | -3.2% | +409.3% | +344.3% |
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