+149.0%
GEN vs BUD
-23.5%
+172.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -2.0% | -2.6% |
| 7D | -0.7% | +0.8% | -1.5% | -0.8% |
| 30D | +2.6% | -4.8% | +7.5% | +3.7% |
| 3M | +15.8% | +1.4% | +14.4% | +15.3% |
| 6M | +33.1% | +9.9% | +23.3% | +30.2% |
| YTD | +11.3% | +26.3% | -15.0% | +5.5% |
| 1Y | +1.7% | +36.1% | -34.5% | -5.2% |
| 3Y | +58.1% | +48.6% | +9.6% | +43.8% |
| 5Y | +20.6% | +45.0% | -24.4% | +9.0% |
| 10Y | +149.0% | -23.1% | +172.1% | +150.7% |
| All | +149.0% | -23.5% | +172.5% | +150.7% |
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