+539.8%
GFI vs BUD
+44.8%
+495.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.4% | -2.7% |
| 7D | -5.1% | -3.2% | -1.9% | -4.1% |
| 30D | +13.4% | -3.7% | +17.1% | +14.8% |
| 3M | +36.2% | -4.4% | +40.7% | +38.0% |
| 6M | -9.8% | +7.7% | -17.5% | -12.7% |
| YTD | +7.7% | +23.1% | -15.4% | -0.4% |
| 1Y | +27.2% | +33.6% | -6.4% | +14.2% |
| 3Y | +300.3% | +44.7% | +255.6% | +250.4% |
| 5Y | +539.8% | +44.9% | +494.8% | +424.8% |
| All | +539.8% | +44.8% | +495.0% | +424.8% |
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 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