+38.2%
GEHC vs BUD
+48.6%
-10.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.2% | -1.1% |
| 7D | +7.6% | +4.5% | +3.1% | +5.8% |
| 30D | +27.5% | +12.5% | +14.9% | +21.9% |
| 3M | +17.2% | 0.0% | +17.2% | +17.0% |
| 6M | +33.6% | +3.8% | +29.8% | +31.4% |
| YTD | +0.6% | +33.1% | -32.4% | -9.2% |
| 1Y | +11.3% | +35.5% | -24.2% | -0.3% |
| 3Y | +16.5% | +49.4% | -32.9% | -1.2% |
| All | +38.2% | +48.6% | -10.4% | +16.0% |
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