+109.7%
HAL vs BUD
+45.2%
+64.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | +0.5% | +0.8% | -0.3% | +0.3% |
| 30D | +15.9% | -4.8% | +20.7% | +17.1% |
| 3M | -8.7% | +1.4% | -10.1% | -9.2% |
| 6M | +9.0% | +9.9% | -0.8% | +6.0% |
| YTD | +32.0% | +26.3% | +5.7% | +23.6% |
| 1Y | +72.5% | +36.1% | +36.3% | +58.2% |
| 3Y | -4.5% | +48.6% | -53.1% | -16.9% |
| 5Y | +109.7% | +45.0% | +64.7% | +85.0% |
| All | +109.7% | +45.2% | +64.5% | +85.0% |
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