+87.9%
TRGP vs BUD
+38.4%
+49.5%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.1% | -7.6% | -4.4% |
| 7D | -6.5% | +3.3% | -9.8% | -6.3% |
| 30D | -0.4% | +11.8% | -12.3% | -1.0% |
| 3M | +8.8% | -1.1% | +9.9% | +9.2% |
| 6M | +11.0% | +14.9% | -3.9% | +10.0% |
| YTD | +57.4% | +32.6% | +24.8% | +47.0% |
| 1Y | +87.9% | +37.2% | +50.7% | +74.2% |
| All | +87.9% | +38.4% | +49.5% | +74.2% |
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 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