+439.8%
HRB vs BUD
+201.1%
+238.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -5.7% | +0.3% | -5.9% | -5.8% |
| 30D | +7.9% | -5.7% | +13.6% | +10.0% |
| 3M | +32.1% | +3.1% | +29.0% | +30.5% |
| 6M | +62.2% | +7.9% | +54.4% | +56.5% |
| YTD | +16.4% | +27.3% | -10.9% | +5.2% |
| 1Y | -0.3% | +37.8% | -38.1% | -12.5% |
| 3Y | +36.0% | +49.8% | -13.8% | +13.2% |
| 5Y | +125.2% | +43.8% | +81.4% | +86.7% |
| 10Y | +237.7% | -22.6% | +260.3% | +222.8% |
| All | +439.8% | +201.1% | +238.8% | +180.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling