+419.5%
HL vs BUD
+44.4%
+375.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.8% |
| 7D | +0.4% | -1.3% | +1.7% | +0.9% |
| 30D | +18.8% | -6.1% | +25.0% | +21.8% |
| 3M | +43.7% | -3.8% | +47.5% | +45.2% |
| 6M | -1.0% | +8.2% | -9.2% | -6.3% |
| YTD | +8.7% | +23.6% | -14.9% | -4.0% |
| 1Y | +105.0% | +33.4% | +71.6% | +73.5% |
| All | +419.5% | +44.4% | +375.0% | +335.1% |
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