+737.3%
PH vs BUD
-8.7%
+746.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +3.6% |
| 7D | +3.0% | +1.3% | +1.7% | +2.2% |
| 30D | -0.6% | +10.0% | -10.7% | -5.4% |
| 3M | -10.7% | +1.6% | -12.3% | -12.1% |
| 6M | +9.1% | +6.5% | +2.6% | +4.5% |
| YTD | +9.5% | +34.8% | -25.3% | -7.1% |
| 1Y | +14.0% | +36.5% | -22.4% | -4.0% |
| 3Y | +138.9% | +49.0% | +89.9% | +86.0% |
| 5Y | +209.1% | +51.7% | +157.5% | +132.6% |
| 10Y | +737.3% | -7.5% | +744.8% | +538.3% |
| All | +737.3% | -8.7% | +746.0% | +538.3% |
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