+371.1%
GH vs BUD
+9.7%
+361.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -2.4% |
| 7D | +0.6% | +1.0% | -0.5% | +0.2% |
| 30D | -6.9% | +6.7% | -13.6% | -9.5% |
| 3M | -4.9% | +5.7% | -10.6% | -7.5% |
| 6M | +54.1% | +5.8% | +48.2% | +49.4% |
| YTD | +48.5% | +34.4% | +14.1% | +30.3% |
| 1Y | +61.2% | +33.3% | +27.9% | +41.6% |
| 3Y | +570.3% | +48.8% | +521.5% | +459.0% |
| 5Y | +46.1% | +52.5% | -6.4% | +19.5% |
| All | +371.1% | +9.7% | +361.4% | +298.5% |
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