+25.7%
GPN vs BUD
-22.8%
+48.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | -3.5% | -3.2% | -0.3% | -2.1% |
| 30D | +3.1% | -3.7% | +6.8% | +4.9% |
| 3M | +42.3% | -4.4% | +46.7% | +45.0% |
| 6M | +20.9% | +7.7% | +13.1% | +15.9% |
| YTD | +15.2% | +23.1% | -7.8% | +3.1% |
| 1Y | +5.4% | +33.6% | -28.2% | -9.4% |
| 3Y | -27.4% | +44.7% | -72.1% | -41.6% |
| 5Y | -44.2% | +44.9% | -89.1% | -55.9% |
| All | +25.7% | -22.8% | +48.5% | +12.7% |
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 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