+25.1%
HPQ vs BUD
+44.4%
-19.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +5.4% |
| 7D | +2.2% | -1.3% | +3.6% | +2.5% |
| 30D | +9.7% | -6.1% | +15.9% | +11.3% |
| 3M | +32.7% | -3.8% | +36.5% | +33.9% |
| 6M | +77.7% | +8.2% | +69.5% | +74.4% |
| YTD | +51.0% | +23.6% | +27.4% | +42.9% |
| 1Y | +18.4% | +33.4% | -15.0% | +10.0% |
| All | +25.1% | +44.4% | -19.4% | +9.4% |
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