+24.4%
GH vs BUD
+44.7%
-20.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.2% |
| 7D | -0.2% | -1.3% | +1.1% | +0.4% |
| 30D | -2.6% | -6.1% | +3.5% | +0.3% |
| 3M | +25.1% | -3.8% | +28.9% | +26.7% |
| 6M | +78.5% | +8.2% | +70.3% | +68.6% |
| YTD | +59.4% | +23.6% | +35.8% | +38.2% |
| 1Y | +173.9% | +33.4% | +140.4% | +124.7% |
| 3Y | +382.7% | +45.3% | +337.4% | +264.9% |
| 5Y | +24.4% | +44.3% | -19.9% | -11.1% |
| All | +24.4% | +44.7% | -20.3% | -11.1% |
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