+332.5%
HBM vs BUD
+44.8%
+287.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.9% |
| 7D | -3.3% | -2.6% | -0.7% | -1.8% |
| 30D | -4.8% | -1.2% | -3.6% | -4.3% |
| 3M | -0.4% | -4.9% | +4.5% | +1.7% |
| 6M | +17.9% | +9.3% | +8.6% | +10.0% |
| YTD | +33.7% | +24.0% | +9.7% | +15.8% |
| 1Y | +95.6% | +34.5% | +61.1% | +60.6% |
| 3Y | +458.1% | +43.7% | +414.5% | +325.0% |
| All | +332.5% | +44.8% | +287.7% | +212.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling