+303.0%
HIG vs BUD
-22.8%
+325.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -2.3% | -3.2% | +0.9% | -0.9% |
| 30D | -1.2% | -3.7% | +2.5% | +0.3% |
| 3M | +6.3% | -4.4% | +10.7% | +8.1% |
| 6M | +0.6% | +7.7% | -7.1% | -3.4% |
| YTD | +0.6% | +23.1% | -22.4% | -9.1% |
| 1Y | +6.1% | +33.6% | -27.5% | -7.8% |
| 3Y | +102.0% | +44.7% | +57.3% | +64.7% |
| 5Y | +119.2% | +44.9% | +74.3% | +74.4% |
| All | +303.0% | -22.8% | +325.9% | +215.5% |
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 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