+382.5%
GH vs BUD
+11.3%
+371.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.6% |
| 7D | -11.2% | +6.0% | -17.3% | -13.1% |
| 30D | -7.2% | +11.3% | -18.5% | -11.1% |
| 3M | -7.1% | +3.6% | -10.7% | -8.9% |
| 6M | +62.3% | +7.7% | +54.6% | +56.5% |
| YTD | +52.1% | +36.4% | +15.7% | +32.8% |
| 1Y | +58.6% | +37.8% | +20.8% | +37.7% |
| 3Y | +619.9% | +51.2% | +568.6% | +497.1% |
| 5Y | +49.7% | +53.4% | -3.7% | +22.1% |
| All | +382.5% | +11.3% | +371.1% | +306.2% |
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