-19.1%
HAL vs BUD
-8.7%
-10.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.6% |
| 7D | -7.9% | +1.3% | -9.2% | -8.7% |
| 30D | -2.1% | +10.0% | -12.1% | -7.9% |
| 3M | +0.4% | +1.6% | -1.2% | -1.4% |
| 6M | -19.2% | +6.5% | -25.8% | -23.5% |
| YTD | +14.4% | +34.8% | -20.5% | -7.5% |
| 1Y | +18.0% | +36.5% | -18.5% | -5.5% |
| 3Y | -9.7% | +49.0% | -58.6% | -35.1% |
| 5Y | +40.1% | +51.7% | -11.5% | -5.7% |
| 10Y | -19.1% | -7.5% | -11.6% | -46.5% |
| All | -19.1% | -8.7% | -10.4% | -46.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling