+2,104.1%
GNRC vs BUD
+130.0%
+1,974.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.1% |
| 7D | +3.2% | -1.3% | +4.5% | +3.7% |
| 30D | -9.5% | -6.1% | -3.4% | -7.4% |
| 3M | -28.5% | -3.8% | -24.8% | -27.9% |
| 6M | -10.0% | +8.2% | -18.1% | -13.8% |
| YTD | +36.7% | +23.6% | +13.2% | +24.0% |
| 1Y | +2.6% | +33.4% | -30.9% | -9.9% |
| 3Y | +61.9% | +45.3% | +16.6% | +34.1% |
| 5Y | -59.0% | +44.3% | -103.3% | -66.2% |
| 10Y | +444.8% | -22.8% | +467.5% | +433.3% |
| All | +2,104.1% | +130.0% | +1,974.1% | +1,029.1% |
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