+151.8%
HPE vs BUD
+33.8%
+118.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +4.8% |
| 7D | +13.6% | -1.3% | +15.0% | +13.4% |
| 30D | +7.7% | -6.1% | +13.9% | +7.0% |
| 3M | +22.4% | -3.8% | +26.1% | +21.9% |
| 6M | +172.6% | +8.2% | +164.4% | +166.9% |
| YTD | +147.5% | +23.6% | +123.9% | +147.8% |
| 1Y | +151.8% | +33.4% | +118.4% | +166.7% |
| All | +151.8% | +33.8% | +118.0% | +166.7% |
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