+848.9%
TRGP vs BUD
-24.2%
+873.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | +0.4% |
| 7D | -0.7% | -1.3% | +0.6% | +0.1% |
| 30D | +9.5% | -6.1% | +15.6% | +13.5% |
| 3M | +10.8% | -3.8% | +14.6% | +12.7% |
| 6M | +25.3% | +8.2% | +17.2% | +17.2% |
| YTD | +60.3% | +23.6% | +36.7% | +36.9% |
| 1Y | +84.6% | +33.4% | +51.1% | +49.3% |
| 3Y | +264.4% | +45.3% | +219.0% | +160.1% |
| 5Y | +636.6% | +44.3% | +592.3% | +396.8% |
| 10Y | +848.9% | -22.8% | +871.7% | +607.8% |
| All | +848.9% | -24.2% | +873.1% | +607.8% |
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