+18.7%
HPQ vs BUD
+36.8%
-18.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.1% | +2.2% |
| 7D | +6.9% | +0.3% | +6.7% | +6.9% |
| 30D | +14.4% | -5.7% | +20.1% | +15.8% |
| 3M | +25.6% | +3.1% | +22.5% | +25.2% |
| 6M | +75.0% | +7.9% | +67.2% | +72.8% |
| YTD | +50.7% | +27.3% | +23.4% | +39.2% |
| 1Y | +18.7% | +37.8% | -19.2% | +9.6% |
| All | +18.7% | +36.8% | -18.2% | +9.6% |
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