-14.0%
HL vs BUD
+31.7%
-45.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.4% |
| 7D | -7.6% | -1.6% | -6.0% | -7.3% |
| 30D | -17.5% | +6.7% | -24.1% | -18.8% |
| 3M | -26.2% | +5.9% | -32.1% | -27.4% |
| 6M | -35.1% | +5.1% | -40.1% | -36.8% |
| YTD | -30.4% | +32.9% | -63.3% | -42.6% |
| 1Y | -14.0% | +31.8% | -45.8% | -28.3% |
| All | -14.0% | +31.7% | -45.7% | -28.3% |
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