-0.5%
GNRC vs BUD
+34.7%
-35.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.8% |
| 7D | -0.2% | -2.6% | +2.4% | +0.3% |
| 30D | -15.7% | -1.2% | -14.5% | -15.6% |
| 3M | -27.3% | -4.9% | -22.4% | -26.8% |
| 6M | -12.1% | +9.3% | -21.3% | -17.3% |
| YTD | +37.1% | +24.0% | +13.1% | +18.4% |
| 1Y | -0.5% | +34.5% | -35.0% | -14.9% |
| All | -0.5% | +34.7% | -35.2% | -14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling