+102.5%
HIG vs BUD
+44.4%
+58.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.1% |
| 7D | -0.5% | -1.3% | +0.8% | -0.2% |
| 30D | -2.8% | -6.1% | +3.3% | -1.5% |
| 3M | +6.3% | -3.8% | +10.1% | +7.1% |
| 6M | -0.1% | +8.2% | -8.3% | -2.1% |
| YTD | +0.4% | +23.6% | -23.1% | -4.7% |
| 1Y | +6.2% | +33.4% | -27.2% | -1.1% |
| All | +102.5% | +44.4% | +58.1% | +80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling