+515.8%
CAH vs BUD
+49.9%
+465.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.6% |
| 7D | +5.9% | +0.5% | +5.4% | +5.8% |
| 30D | +16.5% | +7.4% | +9.1% | +15.1% |
| 3M | +15.7% | +4.3% | +11.4% | +14.8% |
| 6M | +52.7% | +5.3% | +47.4% | +51.1% |
| YTD | +36.3% | +33.2% | +3.0% | +29.4% |
| 1Y | +36.7% | +31.8% | +5.0% | +30.0% |
| 3Y | +178.2% | +47.8% | +130.4% | +155.9% |
| 5Y | +515.8% | +50.2% | +465.6% | +450.4% |
| All | +515.8% | +49.9% | +465.9% | +450.4% |
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