+351.5%
HBM vs BUD
+198.8%
+152.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.5% | +6.3% |
| 7D | +7.4% | +0.8% | +6.6% | +6.8% |
| 30D | +5.1% | -4.8% | +9.9% | +8.3% |
| 3M | +11.1% | +1.4% | +9.8% | +9.0% |
| 6M | +30.2% | +9.9% | +20.3% | +20.8% |
| YTD | +46.2% | +26.3% | +19.9% | +23.7% |
| 1Y | +120.0% | +36.1% | +83.9% | +76.3% |
| 3Y | +527.4% | +48.6% | +478.8% | +361.0% |
| 5Y | +400.4% | +45.0% | +355.4% | +266.4% |
| 10Y | +621.5% | -23.1% | +644.6% | +663.3% |
| All | +351.5% | +198.8% | +152.8% | +72.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling