+5.0%
GPC vs BUD
+48.8%
-43.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -0.8% |
| 7D | +1.6% | +4.5% | -2.9% | 0.0% |
| 30D | -2.1% | +12.5% | -14.6% | -6.1% |
| 3M | -6.8% | 0.0% | -6.8% | -7.0% |
| 6M | +18.6% | +3.8% | +14.8% | +16.6% |
| YTD | +2.7% | +33.1% | -30.4% | -7.3% |
| 1Y | +1.8% | +35.5% | -33.7% | -8.7% |
| 3Y | +1.1% | +49.4% | -48.3% | -13.3% |
| All | +5.0% | +48.8% | -43.8% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling