+739.2%
HAS vs BUD
+214.6%
+524.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | 0.0% |
| 7D | -0.2% | +4.5% | -4.6% | -1.9% |
| 30D | +31.0% | +12.5% | +18.5% | +24.9% |
| 3M | +30.7% | 0.0% | +30.7% | +30.3% |
| 6M | +23.9% | +3.8% | +20.1% | +21.6% |
| YTD | +48.3% | +33.1% | +15.3% | +31.4% |
| 1Y | +60.2% | +35.5% | +24.7% | +40.9% |
| 3Y | +189.2% | +49.4% | +139.8% | +139.6% |
| 5Y | +50.4% | +48.0% | +2.4% | +22.9% |
| 10Y | +104.2% | -8.6% | +112.8% | +83.5% |
| All | +739.2% | +214.6% | +524.6% | +359.7% |
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 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