+87.2%
GPC vs BUD
-8.7%
+96.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.8% |
| 7D | +0.8% | +1.3% | -0.5% | +0.3% |
| 30D | -1.1% | +10.0% | -11.1% | -4.6% |
| 3M | -6.6% | +1.6% | -8.2% | -7.4% |
| 6M | +22.2% | +6.5% | +15.7% | +19.1% |
| YTD | +5.1% | +34.8% | -29.8% | -6.3% |
| 1Y | +2.8% | +36.5% | -33.7% | -8.7% |
| 3Y | +2.4% | +49.0% | -46.6% | -13.2% |
| 5Y | +7.8% | +51.7% | -43.9% | -11.1% |
| 10Y | +87.2% | -7.5% | +94.8% | +58.0% |
| All | +87.2% | -8.7% | +96.0% | +58.0% |
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