+398.0%
GPN vs BUD
+214.2%
+183.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -0.3% | -11.7% | -11.9% |
| 7D | -7.1% | -1.6% | -5.6% | -6.5% |
| 30D | +7.7% | +6.7% | +1.1% | +4.6% |
| 3M | -0.1% | +5.9% | -6.0% | -2.6% |
| 6M | +29.4% | +5.1% | +24.3% | +26.3% |
| YTD | +15.1% | +32.9% | -17.8% | 0.0% |
| 1Y | +15.4% | +31.8% | -16.4% | +0.7% |
| 3Y | -16.5% | +47.4% | -63.9% | -32.4% |
| 5Y | -29.6% | +50.8% | -80.4% | -44.1% |
| 10Y | +34.7% | -5.1% | +39.8% | +20.7% |
| All | +398.0% | +214.2% | +183.8% | +174.2% |
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