+34.6%
THC vs BUD
+35.5%
-0.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | -2.6% | +0.8% | -3.3% | -2.8% |
| 30D | -1.2% | -4.8% | +3.6% | +0.6% |
| 3M | +58.9% | +1.4% | +57.6% | +58.2% |
| 6M | +9.3% | +9.9% | -0.5% | +5.9% |
| YTD | +30.4% | +26.3% | +4.0% | +25.1% |
| 1Y | +34.6% | +36.1% | -1.6% | +26.5% |
| All | +34.6% | +35.5% | -0.9% | +26.5% |
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