+249.3%
HL vs BUD
+44.7%
+204.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.2% | +4.1% | +2.9% |
| 7D | +0.4% | -1.3% | +1.7% | +1.0% |
| 30D | +18.8% | -6.1% | +25.0% | +22.2% |
| 3M | +43.7% | -3.8% | +47.5% | +45.4% |
| 6M | -1.0% | +8.2% | -9.2% | -6.4% |
| YTD | +8.7% | +23.6% | -14.9% | -4.2% |
| 1Y | +105.0% | +33.4% | +71.6% | +72.8% |
| 3Y | +427.3% | +45.3% | +382.0% | +318.9% |
| 5Y | +249.3% | +44.3% | +205.0% | +152.4% |
| All | +249.3% | +44.7% | +204.6% | +152.4% |
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