+439.2%
RVMD vs BUD
+36.8%
+402.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +1.0% | +0.3% | +0.8% | +1.0% |
| 30D | +6.4% | -5.7% | +12.1% | +6.7% |
| 3M | +34.9% | +3.1% | +31.8% | +34.8% |
| 6M | +107.6% | +7.9% | +99.7% | +104.7% |
| YTD | +163.7% | +27.3% | +136.3% | +167.0% |
| 1Y | +439.2% | +37.8% | +401.4% | +455.8% |
| All | +439.2% | +36.8% | +402.4% | +455.8% |
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