+25.6%
HAL vs BUD
+38.4%
-12.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.1% | -6.2% | -3.0% |
| 7D | -7.7% | +3.3% | -11.0% | -7.5% |
| 30D | +0.7% | +11.8% | -11.2% | +0.7% |
| 3M | +2.5% | -1.1% | +3.5% | +2.2% |
| 6M | -20.7% | +14.9% | -35.6% | -20.6% |
| YTD | +18.4% | +32.6% | -14.2% | +12.8% |
| 1Y | +25.6% | +37.2% | -11.6% | +18.1% |
| All | +25.6% | +38.4% | -12.8% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling