+243.8%
HPQ vs BUD
-22.3%
+266.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.7% | +7.7% | +8.1% |
| 7D | +9.8% | -2.6% | +12.4% | +10.9% |
| 30D | +22.4% | -1.2% | +23.6% | +22.9% |
| 3M | +45.2% | -4.9% | +50.1% | +47.8% |
| 6M | +96.4% | +9.3% | +87.2% | +88.8% |
| YTD | +65.4% | +24.0% | +41.4% | +50.9% |
| 1Y | +31.6% | +34.5% | -3.0% | +16.1% |
| 3Y | +37.0% | +43.7% | -6.6% | +14.9% |
| 5Y | +53.0% | +46.0% | +7.0% | +25.1% |
| All | +243.8% | -22.3% | +266.1% | +197.2% |
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