+402.2%
CAH vs BUD
+44.7%
+357.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.0% | +0.2% |
| 7D | -2.2% | -1.3% | -0.9% | -2.0% |
| 30D | +1.2% | -6.1% | +7.3% | +2.2% |
| 3M | +13.1% | -3.8% | +16.8% | +13.6% |
| 6M | +8.5% | +8.2% | +0.3% | +6.7% |
| YTD | +17.6% | +23.6% | -6.0% | +13.0% |
| 1Y | +60.7% | +33.4% | +27.2% | +52.1% |
| 3Y | +183.2% | +45.3% | +137.8% | +159.9% |
| 5Y | +402.2% | +44.3% | +357.9% | +352.4% |
| All | +402.2% | +44.7% | +357.5% | +352.4% |
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