+183.7%
CAH vs BUD
+48.7%
+135.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.6% |
| 7D | +0.5% | +0.8% | -0.3% | +0.4% |
| 30D | +1.7% | -4.8% | +6.5% | +2.1% |
| 3M | +17.9% | +1.4% | +16.5% | +17.6% |
| 6M | +10.9% | +9.9% | +1.1% | +9.9% |
| YTD | +17.9% | +26.3% | -8.5% | +15.5% |
| 1Y | +61.7% | +36.1% | +25.5% | +57.3% |
| 3Y | +183.7% | +48.6% | +135.2% | +173.5% |
| All | +183.7% | +48.7% | +135.1% | +173.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling