+438.5%
GEN vs BUD
+214.6%
+223.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.2% | -2.2% |
| 7D | +2.3% | +4.5% | -2.2% | +1.0% |
| 30D | +33.1% | +12.5% | +20.5% | +28.4% |
| 3M | +6.5% | 0.0% | +6.5% | +6.4% |
| 6M | +53.8% | +3.8% | +50.0% | +51.6% |
| YTD | +11.2% | +33.1% | -21.8% | +1.3% |
| 1Y | +19.4% | +35.5% | -16.1% | +8.1% |
| 3Y | +81.0% | +49.4% | +31.6% | +57.0% |
| 5Y | +33.4% | +48.0% | -14.6% | +14.1% |
| 10Y | +164.3% | -8.6% | +172.9% | +157.7% |
| All | +438.5% | +214.6% | +223.9% | +188.3% |
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