+249.2%
HPE vs BUD
+48.7%
+200.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.8% | +8.5% | +7.8% |
| 7D | +10.1% | +0.8% | +9.4% | +10.1% |
| 30D | +5.3% | -4.8% | +10.1% | +5.5% |
| 3M | +12.7% | +1.4% | +11.3% | +12.4% |
| 6M | +167.7% | +9.9% | +157.8% | +164.0% |
| YTD | +135.5% | +26.3% | +109.1% | +129.1% |
| 1Y | +143.4% | +36.1% | +107.2% | +135.1% |
| 3Y | +249.2% | +48.6% | +200.6% | +223.0% |
| All | +249.2% | +48.7% | +200.5% | +223.0% |
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