+467.2%
TDY vs BUD
-22.3%
+489.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.9% |
| 7D | -1.1% | -2.6% | +1.5% | -0.1% |
| 30D | -12.0% | -1.2% | -10.8% | -11.7% |
| 3M | -3.2% | -4.9% | +1.7% | -1.7% |
| 6M | -7.9% | +9.3% | -17.1% | -11.8% |
| YTD | +18.2% | +24.0% | -5.8% | +7.5% |
| 1Y | +6.7% | +34.5% | -27.9% | -6.4% |
| 3Y | +47.5% | +43.7% | +3.9% | +22.7% |
| 5Y | +39.5% | +46.0% | -6.5% | +11.8% |
| All | +467.2% | -22.3% | +489.4% | +375.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling