+874.7%
RVTY vs BUD
+214.6%
+660.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.4% |
| 7D | -1.2% | +4.5% | -5.7% | -3.1% |
| 30D | +1.0% | +12.5% | -11.5% | -3.8% |
| 3M | +35.8% | 0.0% | +35.8% | +35.0% |
| 6M | +56.7% | +3.8% | +52.9% | +53.1% |
| YTD | +60.7% | +33.1% | +27.7% | +42.5% |
| 1Y | +73.7% | +35.5% | +38.2% | +52.9% |
| 3Y | +82.8% | +49.4% | +33.4% | +53.3% |
| 5Y | -7.0% | +48.0% | -55.1% | -22.9% |
| 10Y | +212.3% | -8.6% | +220.9% | +192.7% |
| All | +874.7% | +214.6% | +660.1% | +405.5% |
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