+61.3%
HDB vs BUD
-8.7%
+70.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.3% | +1.3% | +2.2% |
| 7D | +13.7% | +1.3% | +12.4% | +13.2% |
| 30D | +15.8% | +10.0% | +5.8% | +12.2% |
| 3M | +9.2% | +1.6% | +7.6% | +8.4% |
| 6M | +3.2% | +6.5% | -3.4% | +0.5% |
| YTD | -29.4% | +34.8% | -64.2% | -36.6% |
| 1Y | -27.9% | +36.5% | -64.4% | -35.7% |
| 3Y | -5.9% | +49.0% | -54.8% | -20.1% |
| 5Y | -23.5% | +51.7% | -75.2% | -36.4% |
| 10Y | +61.3% | -7.5% | +68.9% | +37.2% |
| All | +61.3% | -8.7% | +70.1% | +37.2% |
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