+77.3%
GRMN vs BUD
+45.2%
+32.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +0.2% | +0.8% | -0.6% | 0.0% |
| 30D | -11.3% | -4.8% | -6.5% | -10.2% |
| 3M | +17.7% | +1.4% | +16.4% | +17.2% |
| 6M | +14.2% | +9.9% | +4.3% | +11.0% |
| YTD | +37.0% | +26.3% | +10.7% | +28.0% |
| 1Y | +17.0% | +36.1% | -19.2% | +7.0% |
| 3Y | +183.2% | +48.6% | +134.6% | +148.0% |
| 5Y | +77.3% | +45.0% | +32.3% | +50.7% |
| All | +77.3% | +45.2% | +32.1% | +50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling