+188.6%
GGLL vs BUD
+85.0%
+103.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.9% |
| 7D | +3.1% | +4.5% | -1.4% | +1.4% |
| 30D | -36.3% | +12.5% | -48.8% | -39.0% |
| 3M | -40.4% | 0.0% | -40.3% | -40.4% |
| 6M | -54.6% | +3.8% | -58.4% | -55.4% |
| YTD | -31.1% | +33.1% | -64.2% | -37.7% |
| 1Y | -19.2% | +35.5% | -54.7% | -27.5% |
| 3Y | +151.5% | +49.4% | +102.1% | +112.3% |
| All | +188.6% | +85.0% | +103.7% | +96.3% |
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 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