+8,307.0%
TDG vs BUD
+198.8%
+8,108.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.1% |
| 7D | -0.9% | +0.8% | -1.7% | -1.3% |
| 30D | -6.5% | -4.8% | -1.7% | -4.4% |
| 3M | -5.1% | +1.4% | -6.4% | -6.1% |
| 6M | -11.5% | +9.9% | -21.4% | -16.0% |
| YTD | -13.9% | +26.3% | -40.2% | -24.0% |
| 1Y | -11.5% | +36.1% | -47.6% | -25.0% |
| 3Y | +53.7% | +48.6% | +5.1% | +19.7% |
| 5Y | +135.5% | +45.0% | +90.5% | +81.4% |
| 10Y | +535.2% | -23.1% | +558.3% | +492.1% |
| All | +8,307.0% | +198.8% | +8,108.2% | +4,310.9% |
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