+401.3%
GH vs BUD
+4.0%
+397.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -0.1% | +0.3% | -0.3% | -0.2% |
| 30D | -1.1% | -5.7% | +4.6% | +0.9% |
| 3M | +21.3% | +3.1% | +18.2% | +19.4% |
| 6M | +73.5% | +7.9% | +65.6% | +67.3% |
| YTD | +58.0% | +27.3% | +30.7% | +42.3% |
| 1Y | +163.1% | +37.8% | +125.2% | +128.3% |
| 3Y | +361.0% | +49.8% | +311.2% | +284.8% |
| 5Y | +22.5% | +43.8% | -21.3% | +2.7% |
| All | +401.3% | +4.0% | +397.3% | +335.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling