+102.2%
HAS vs BUD
-4.3%
+106.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.3% |
| 7D | +3.3% | +6.0% | -2.8% | +0.8% |
| 30D | +30.5% | +11.3% | +19.3% | +24.8% |
| 3M | +29.9% | +3.6% | +26.3% | +27.6% |
| 6M | +26.5% | +7.7% | +18.8% | +22.2% |
| YTD | +51.9% | +36.4% | +15.6% | +32.4% |
| 1Y | +60.9% | +37.8% | +23.1% | +39.5% |
| 3Y | +215.0% | +51.2% | +163.7% | +156.4% |
| 5Y | +51.5% | +53.4% | -1.9% | +20.0% |
| 10Y | +102.2% | -3.2% | +105.4% | +62.4% |
| All | +102.2% | -4.3% | +106.5% | +62.4% |
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