+4.0%
GPC vs BUD
+37.1%
-33.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +1.7% |
| 7D | +0.8% | +1.3% | -0.5% | +0.2% |
| 30D | -1.1% | +10.0% | -11.1% | -5.5% |
| 3M | -6.6% | +1.6% | -8.2% | -7.5% |
| 6M | +22.2% | +6.5% | +15.7% | +17.5% |
| YTD | +5.1% | +34.8% | -29.8% | -12.3% |
| All | +4.0% | +37.1% | -33.1% | -14.4% |
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