+34.0%
HDB vs BUD
-23.5%
+57.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.8% |
| 7D | -2.0% | +0.8% | -2.8% | -2.3% |
| 30D | -4.9% | -4.8% | -0.1% | -3.3% |
| 3M | -2.3% | +1.4% | -3.7% | -3.0% |
| 6M | -23.7% | +9.9% | -33.6% | -26.4% |
| YTD | -38.5% | +26.3% | -64.8% | -43.5% |
| 1Y | -36.5% | +36.1% | -72.6% | -43.2% |
| 3Y | -28.5% | +48.6% | -77.0% | -39.3% |
| 5Y | -37.4% | +45.0% | -82.4% | -47.2% |
| 10Y | +34.0% | -23.1% | +57.1% | +21.1% |
| All | +34.0% | -23.5% | +57.6% | +21.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling