+104.8%
HAL vs BUD
+214.6%
-109.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.6% |
| 7D | -12.0% | +4.5% | -16.4% | -14.5% |
| 30D | +0.3% | +12.5% | -12.2% | -7.2% |
| 3M | -1.6% | 0.0% | -1.6% | -2.6% |
| 6M | -20.5% | +3.8% | -24.3% | -23.6% |
| YTD | +14.2% | +33.1% | -18.8% | -7.1% |
| 1Y | +18.9% | +35.5% | -16.6% | -4.6% |
| 3Y | -13.7% | +49.4% | -63.1% | -38.1% |
| 5Y | +42.2% | +48.0% | -5.9% | -2.0% |
| 10Y | -16.7% | -8.6% | -8.1% | -28.5% |
| All | +104.8% | +214.6% | -109.9% | -25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling