+606.0%
GH vs BUD
+48.5%
+557.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.3% | +3.9% | +5.0% |
| 7D | -7.0% | +1.3% | -8.3% | -7.3% |
| 30D | -5.2% | +10.0% | -15.2% | -7.8% |
| 3M | -5.8% | +1.6% | -7.3% | -6.3% |
| 6M | +65.9% | +6.5% | +59.4% | +62.3% |
| YTD | +55.5% | +34.8% | +20.6% | +37.3% |
| 1Y | +64.2% | +36.5% | +27.7% | +43.9% |
| 3Y | +606.0% | +49.0% | +557.1% | +416.6% |
| All | +606.0% | +48.5% | +557.5% | +416.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling