+16.6%
LH vs BUD
+33.8%
-17.2%
-15.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.7% |
| 7D | -3.2% | -1.3% | -1.9% | -2.9% |
| 30D | +0.1% | -6.1% | +6.3% | +1.5% |
| 3M | +18.6% | -3.8% | +22.4% | +19.2% |
| 6M | +17.9% | +8.2% | +9.8% | +14.4% |
| YTD | +28.9% | +23.6% | +5.4% | +19.0% |
| 1Y | +16.6% | +33.4% | -16.8% | +5.2% |
| All | +16.6% | +33.8% | -17.2% | +5.2% |
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