+134.0%
PH vs BUD
+49.6%
+84.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.4% | -0.4% |
| 7D | +4.1% | +1.0% | +3.1% | +4.0% |
| 30D | -0.1% | +6.7% | -6.7% | -1.1% |
| 3M | -9.6% | +5.7% | -15.3% | -10.4% |
| 6M | +8.5% | +5.8% | +2.7% | +7.1% |
| YTD | +9.4% | +34.4% | -25.0% | +3.0% |
| 1Y | +14.2% | +33.3% | -19.1% | +7.6% |
| 3Y | +134.0% | +48.8% | +85.2% | +106.4% |
| All | +134.0% | +49.6% | +84.4% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling