+144.6%
HRB vs BUD
+49.9%
+94.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.3% | +0.5% |
| 7D | -8.1% | +0.5% | -8.6% | -8.2% |
| 30D | +15.0% | +7.4% | +7.6% | +13.2% |
| 3M | +10.2% | +4.3% | +5.9% | +9.1% |
| 6M | +44.2% | +5.3% | +38.9% | +42.3% |
| YTD | +21.0% | +33.2% | -12.3% | +10.8% |
| 1Y | +12.0% | +31.8% | -19.8% | +2.9% |
| 3Y | +24.9% | +47.8% | -22.9% | +8.7% |
| 5Y | +144.6% | +50.2% | +94.4% | +97.4% |
| All | +144.6% | +49.9% | +94.7% | +97.4% |
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 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