+575.2%
HLT vs BUD
-22.3%
+597.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | -0.3% |
| 7D | -1.6% | -2.6% | +1.0% | -0.6% |
| 30D | -5.0% | -1.2% | -3.8% | -4.6% |
| 3M | -10.4% | -4.9% | -5.5% | -8.9% |
| 6M | +3.2% | +9.3% | -6.0% | -1.1% |
| YTD | +6.7% | +24.0% | -17.2% | -3.2% |
| 1Y | +10.3% | +34.5% | -24.3% | -3.4% |
| 3Y | +99.3% | +43.7% | +55.7% | +65.1% |
| 5Y | +143.7% | +46.0% | +97.7% | +96.6% |
| All | +575.2% | -22.3% | +597.5% | +452.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling