+792.3%
PH vs BUD
-23.5%
+815.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.3% |
| 7D | +0.4% | +0.8% | -0.4% | 0.0% |
| 30D | -10.8% | -4.8% | -6.0% | -8.8% |
| 3M | +8.5% | +1.4% | +7.1% | +7.1% |
| 6M | +3.9% | +9.9% | -5.9% | -1.8% |
| YTD | +9.4% | +26.3% | -16.9% | -3.7% |
| 1Y | +26.8% | +36.1% | -9.4% | +7.3% |
| 3Y | +140.8% | +48.6% | +92.2% | +88.0% |
| 5Y | +253.8% | +45.0% | +208.8% | +172.1% |
| 10Y | +792.3% | -23.1% | +815.5% | +651.0% |
| All | +792.3% | -23.5% | +815.9% | +651.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling