+553.0%
HAS vs BUD
+201.1%
+351.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -1.8% | +0.3% | -2.1% | -1.9% |
| 30D | +2.3% | -5.7% | +7.9% | +4.5% |
| 3M | +10.4% | +3.1% | +7.2% | +8.9% |
| 6M | -3.2% | +7.9% | -11.1% | -6.5% |
| YTD | +15.4% | +27.3% | -11.9% | +4.2% |
| 1Y | +18.8% | +37.8% | -19.0% | +3.9% |
| 3Y | +43.9% | +49.8% | -5.9% | +19.1% |
| 5Y | +13.9% | +43.8% | -29.9% | -6.0% |
| 10Y | +56.4% | -22.6% | +79.1% | +49.5% |
| All | +553.0% | +201.1% | +351.9% | +264.7% |
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