+101.9%
HAS vs BUD
-8.7%
+110.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.3% | +1.1% |
| 7D | +2.2% | +1.3% | +0.8% | +1.6% |
| 30D | +29.6% | +10.0% | +19.5% | +24.4% |
| 3M | +30.3% | +1.6% | +28.7% | +29.0% |
| 6M | +25.6% | +6.5% | +19.1% | +21.9% |
| YTD | +50.8% | +34.8% | +16.0% | +32.0% |
| 1Y | +63.0% | +36.5% | +26.6% | +41.9% |
| 3Y | +211.6% | +49.0% | +162.6% | +155.4% |
| 5Y | +50.4% | +51.7% | -1.3% | +19.7% |
| 10Y | +101.9% | -7.5% | +109.4% | +62.7% |
| All | +101.9% | -8.7% | +110.6% | +62.7% |
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