+72.5%
HAL vs BUD
+35.5%
+37.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.8% |
| 7D | +0.5% | +0.8% | -0.3% | +0.5% |
| 30D | +15.9% | -4.8% | +20.7% | +15.6% |
| 3M | -8.7% | +1.4% | -10.1% | -8.4% |
| 6M | +9.0% | +9.9% | -0.8% | +10.3% |
| YTD | +32.0% | +26.3% | +5.7% | +32.4% |
| 1Y | +72.5% | +36.1% | +36.3% | +77.5% |
| All | +72.5% | +35.5% | +37.0% | +77.5% |
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 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