+405.5%
GH vs BUD
+0.9%
+404.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +1.9% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | -2.6% | -6.1% | +3.5% | -0.5% |
| 3M | +25.1% | -3.8% | +28.9% | +26.3% |
| 6M | +78.5% | +8.2% | +70.3% | +71.8% |
| YTD | +59.4% | +23.6% | +35.8% | +45.0% |
| 1Y | +173.9% | +33.4% | +140.4% | +140.5% |
| 3Y | +382.7% | +45.3% | +337.4% | +307.3% |
| 5Y | +24.4% | +44.3% | -19.9% | +4.5% |
| All | +405.5% | +0.9% | +404.6% | +343.4% |
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