+151.2%
GEN vs BUD
-3.2%
+154.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -3.0% | -1.6% | -1.4% | -2.7% |
| 30D | +24.7% | +6.7% | +18.0% | +23.0% |
| 3M | +4.1% | +5.9% | -1.8% | +2.9% |
| 6M | +36.0% | +5.1% | +31.0% | +34.3% |
| YTD | +10.9% | +32.9% | -22.0% | +3.9% |
| 1Y | +12.2% | +31.8% | -19.7% | +5.2% |
| 3Y | +63.3% | +47.4% | +15.9% | +48.6% |
| 5Y | +29.0% | +50.8% | -21.8% | +15.6% |
| All | +151.2% | -3.2% | +154.4% | +145.5% |
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