+108.3%
HRB vs BUD
+45.2%
+63.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.8% | -5.7% | -6.3% |
| 7D | -9.1% | +0.8% | -9.8% | -9.2% |
| 30D | +0.3% | -4.8% | +5.1% | +1.3% |
| 3M | +23.4% | +1.4% | +22.0% | +22.9% |
| 6M | +45.1% | +9.9% | +35.3% | +41.1% |
| YTD | +8.9% | +26.3% | -17.5% | +1.0% |
| 1Y | -7.9% | +36.1% | -44.1% | -16.5% |
| 3Y | +27.9% | +48.6% | -20.7% | +10.4% |
| 5Y | +108.3% | +45.0% | +63.3% | +75.5% |
| All | +108.3% | +45.2% | +63.1% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling