+510.2%
RVMD vs BUD
+25.1%
+485.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.3% |
| 7D | -0.7% | -1.6% | +0.9% | 0.0% |
| 30D | -6.4% | +6.7% | -13.1% | -9.6% |
| 3M | -14.1% | +5.9% | -20.0% | -17.1% |
| 6M | +21.0% | +5.1% | +16.0% | +16.5% |
| YTD | +121.4% | +32.9% | +88.5% | +88.6% |
| 1Y | +167.9% | +31.8% | +136.1% | +128.6% |
| 3Y | +794.7% | +47.4% | +747.3% | +595.8% |
| 5Y | +437.2% | +50.8% | +386.4% | +307.8% |
| All | +510.2% | +25.1% | +485.1% | +365.1% |
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