+174.0%
GD vs BUD
-4.3%
+178.3%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | -1.9% | +6.0% | -7.9% | -3.5% |
| 30D | +10.9% | +11.3% | -0.4% | +7.4% |
| 3M | -6.8% | +3.6% | -10.3% | -7.9% |
| 6M | +7.0% | +7.7% | -0.7% | +4.2% |
| YTD | +11.1% | +36.4% | -25.2% | +0.4% |
| 1Y | +7.0% | +37.8% | -30.8% | -3.7% |
| 3Y | +59.9% | +51.2% | +8.7% | +37.4% |
| 5Y | +102.5% | +53.4% | +49.1% | +68.9% |
| 10Y | +174.0% | -3.2% | +177.2% | +138.3% |
| All | +174.0% | -4.3% | +178.3% | +138.3% |
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