+25.0%
HL vs BUD
+38.4%
-13.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +3.1% | +10.1% | +12.5% |
| 7D | +0.2% | +3.3% | -3.1% | -0.4% |
| 30D | -12.1% | +11.8% | -23.9% | -14.3% |
| 3M | -2.8% | -1.1% | -1.8% | -2.6% |
| 6M | -14.9% | +14.9% | -29.8% | -20.9% |
| YTD | -22.0% | +32.6% | -54.6% | -32.9% |
| 1Y | +25.0% | +37.2% | -12.2% | +5.3% |
| All | +25.0% | +38.4% | -13.4% | +5.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling