+276.8%
THC vs BUD
+48.8%
+228.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.5% |
| 7D | +3.7% | +4.5% | -0.8% | +1.8% |
| 30D | +9.0% | +12.5% | -3.5% | +3.6% |
| 3M | +10.4% | 0.0% | +10.4% | +10.1% |
| 6M | +45.7% | +3.8% | +41.9% | +42.8% |
| YTD | +42.6% | +33.1% | +9.5% | +25.3% |
| 1Y | +38.8% | +35.5% | +3.3% | +20.8% |
| 3Y | +418.8% | +49.4% | +369.4% | +314.8% |
| All | +276.8% | +48.8% | +228.0% | +197.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling