-24.0%
CG vs BUD
+33.8%
-57.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.8% |
| 7D | +0.2% | +1.0% | -0.8% | 0.0% |
| 30D | +11.2% | +6.7% | +4.5% | +10.0% |
| 3M | -22.1% | +5.7% | -27.8% | -22.8% |
| 6M | -17.9% | +5.8% | -23.7% | -19.4% |
| YTD | -31.3% | +34.4% | -65.7% | -36.5% |
| 1Y | -24.0% | +33.3% | -57.2% | -29.4% |
| All | -24.0% | +33.8% | -57.7% | -29.4% |
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 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