+3.4%
GEHC vs BUD
+48.7%
-45.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.3% | -2.7% |
| 7D | -5.2% | +0.8% | -5.9% | -5.4% |
| 30D | -7.0% | -4.8% | -2.1% | -5.3% |
| 3M | +3.3% | +1.4% | +2.0% | +2.7% |
| 6M | -10.0% | +9.9% | -19.9% | -13.3% |
| YTD | -18.5% | +26.3% | -44.8% | -25.1% |
| 1Y | -14.4% | +36.1% | -50.6% | -23.3% |
| 3Y | +3.4% | +48.6% | -45.2% | -14.8% |
| All | +3.4% | +48.7% | -45.2% | -14.8% |
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