+597.6%
GPC vs BUD
+201.1%
+396.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | +6.0% | -5.7% | +11.6% | +8.3% |
| 3M | +42.6% | +3.1% | +39.5% | +40.8% |
| 6M | +22.8% | +7.9% | +14.9% | +18.7% |
| YTD | +15.5% | +27.3% | -11.9% | +4.9% |
| 1Y | +2.0% | +37.8% | -35.8% | -10.2% |
| 3Y | -1.4% | +49.8% | -51.3% | -17.3% |
| 5Y | +30.6% | +43.8% | -13.2% | +8.8% |
| 10Y | +80.6% | -22.6% | +103.2% | +77.4% |
| All | +597.6% | +201.1% | +396.5% | +258.7% |
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 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