+47.2%
LH vs BUD
+38.4%
+8.9%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.1% | +0.8% | +3.3% |
| 7D | +2.1% | +3.3% | -1.2% | +1.4% |
| 30D | +19.2% | +11.8% | +7.3% | +16.1% |
| 3M | +18.0% | -1.1% | +19.1% | +18.1% |
| 6M | +46.1% | +14.9% | +31.2% | +40.0% |
| YTD | +47.7% | +32.6% | +15.1% | +32.3% |
| 1Y | +47.2% | +37.2% | +10.1% | +29.4% |
| All | +47.2% | +38.4% | +8.9% | +29.4% |
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 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