+18.5%
GRMN vs BUD
+36.8%
-18.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -2.9% | +0.3% | -3.1% | -2.9% |
| 30D | -8.4% | -5.7% | -2.8% | -7.4% |
| 3M | +15.0% | +3.1% | +11.9% | +14.4% |
| 6M | +11.2% | +7.9% | +3.3% | +9.0% |
| YTD | +37.7% | +27.3% | +10.4% | +31.4% |
| 1Y | +18.5% | +37.8% | -19.3% | +13.4% |
| All | +18.5% | +36.8% | -18.3% | +13.4% |
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