+56.9%
GNRC vs BUD
+43.8%
+13.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.5% |
| 7D | -0.7% | -3.2% | +2.5% | +0.1% |
| 30D | -15.8% | -3.7% | -12.2% | -15.1% |
| 3M | -24.0% | -4.4% | -19.6% | -23.5% |
| 6M | -13.8% | +7.7% | -21.5% | -16.7% |
| YTD | +33.2% | +23.1% | +10.2% | +23.5% |
| 1Y | -1.8% | +33.6% | -35.4% | -11.1% |
| All | +56.9% | +43.8% | +13.1% | +25.5% |
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