+29.2%
CHD vs BUD
+49.6%
-20.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.1% |
| 7D | +3.6% | +1.0% | +2.6% | +3.3% |
| 30D | +10.4% | +6.7% | +3.7% | +8.4% |
| 3M | +12.2% | +5.7% | +6.5% | +10.3% |
| 6M | +19.9% | +5.8% | +14.1% | +17.8% |
| YTD | +36.4% | +34.4% | +2.0% | +26.7% |
| 1Y | +35.1% | +33.3% | +1.9% | +25.7% |
| 3Y | +29.2% | +48.8% | -19.6% | +15.6% |
| All | +29.2% | +49.6% | -20.4% | +15.6% |
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