+454.0%
GEN vs BUD
+201.1%
+252.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -1.2% | +0.3% | -1.5% | -1.3% |
| 30D | +10.1% | -5.7% | +15.8% | +12.0% |
| 3M | +16.1% | +3.1% | +13.0% | +14.8% |
| 6M | +38.9% | +7.9% | +31.0% | +35.1% |
| YTD | +14.4% | +27.3% | -12.9% | +5.7% |
| 1Y | +5.9% | +37.8% | -31.9% | -4.7% |
| 3Y | +58.8% | +49.8% | +8.9% | +37.5% |
| 5Y | +24.7% | +43.8% | -19.2% | +7.4% |
| 10Y | +163.1% | -22.6% | +185.7% | +174.8% |
| All | +454.0% | +201.1% | +252.9% | +200.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling