+644.1%
GRMN vs BUD
-24.2%
+668.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.7% |
| 7D | -1.4% | -1.3% | -0.1% | -1.0% |
| 30D | -13.1% | -6.1% | -6.9% | -11.6% |
| 3M | +14.9% | -3.8% | +18.7% | +16.0% |
| 6M | +13.1% | +8.2% | +4.9% | +10.3% |
| YTD | +35.3% | +23.6% | +11.7% | +26.9% |
| 1Y | +16.0% | +33.4% | -17.4% | +6.3% |
| 3Y | +179.6% | +45.3% | +134.3% | +146.4% |
| 5Y | +75.0% | +44.3% | +30.7% | +52.1% |
| 10Y | +644.1% | -22.8% | +666.9% | +579.6% |
| All | +644.1% | -24.2% | +668.3% | +579.6% |
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