+435.3%
GNRC vs BUD
-22.3%
+457.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.7% |
| 7D | -0.2% | -2.6% | +2.4% | +0.8% |
| 30D | -15.7% | -1.2% | -14.5% | -15.5% |
| 3M | -27.3% | -4.9% | -22.4% | -26.4% |
| 6M | -12.1% | +9.3% | -21.3% | -15.9% |
| YTD | +37.1% | +24.0% | +13.1% | +25.0% |
| 1Y | -0.5% | +34.5% | -35.0% | -12.1% |
| 3Y | +61.5% | +43.7% | +17.9% | +35.8% |
| 5Y | -58.6% | +46.0% | -104.6% | -65.6% |
| All | +435.3% | -22.3% | +457.6% | +358.4% |
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