+80.7%
GPC vs BUD
-23.5%
+104.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.6% |
| 7D | +0.2% | +0.8% | -0.6% | -0.1% |
| 30D | -0.4% | -4.8% | +4.4% | +1.4% |
| 3M | +39.2% | +1.4% | +37.8% | +38.3% |
| 6M | +18.2% | +9.9% | +8.4% | +13.8% |
| YTD | +12.1% | +26.3% | -14.3% | +2.6% |
| 1Y | -0.7% | +36.1% | -36.8% | -11.6% |
| 3Y | -1.7% | +48.6% | -50.3% | -16.5% |
| 5Y | +29.3% | +45.0% | -15.7% | +8.4% |
| 10Y | +80.7% | -23.1% | +103.8% | +60.7% |
| All | +80.7% | -23.5% | +104.2% | +60.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling