+114.2%
HIG vs BUD
+44.8%
+69.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.6% |
| 7D | -1.5% | -2.6% | +1.2% | -0.6% |
| 30D | -0.4% | -1.2% | +0.9% | 0.0% |
| 3M | +6.7% | -4.9% | +11.6% | +8.2% |
| 6M | +2.0% | +9.3% | -7.3% | -1.5% |
| YTD | +0.3% | +24.0% | -23.7% | -7.4% |
| 1Y | +4.2% | +34.5% | -30.3% | -6.6% |
| 3Y | +102.2% | +43.7% | +58.6% | +72.8% |
| All | +114.2% | +44.8% | +69.5% | +79.9% |
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