+92.6%
HAS vs BUD
-2.1%
+94.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.2% |
| 7D | +1.4% | +1.0% | +0.4% | +0.9% |
| 30D | +26.3% | +6.7% | +19.6% | +22.7% |
| 3M | +25.6% | +5.7% | +19.9% | +22.4% |
| 6M | +30.3% | +5.8% | +24.4% | +26.6% |
| YTD | +50.4% | +34.4% | +16.0% | +31.6% |
| 1Y | +57.7% | +33.3% | +24.4% | +38.5% |
| 3Y | +213.4% | +48.8% | +164.6% | +156.4% |
| 5Y | +49.1% | +52.5% | -3.5% | +18.1% |
| All | +92.6% | -2.1% | +94.6% | +52.9% |
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