+121.3%
HBM vs BUD
+36.8%
+84.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -6.4% | +0.3% | -6.6% | -6.5% |
| 30D | +5.9% | -5.7% | +11.6% | +8.9% |
| 3M | -8.9% | +3.1% | -12.0% | -11.8% |
| 6M | +10.7% | +7.9% | +2.8% | +0.7% |
| YTD | +38.3% | +27.3% | +10.9% | +24.1% |
| 1Y | +121.3% | +37.8% | +83.5% | +99.8% |
| All | +121.3% | +36.8% | +84.5% | +99.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling