-9.6%
HRB vs BUD
+34.7%
-44.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.7% |
| 7D | -8.0% | -2.6% | -5.4% | -8.5% |
| 30D | -16.0% | -1.2% | -14.8% | -16.2% |
| 3M | +26.9% | -4.9% | +31.8% | +25.1% |
| 6M | +51.1% | +9.3% | +41.9% | +54.4% |
| YTD | +7.1% | +24.0% | -16.9% | +2.6% |
| 1Y | -9.6% | +34.5% | -44.2% | -15.7% |
| All | -9.6% | +34.7% | -44.3% | -15.7% |
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