+261.9%
TRGP vs BUD
+50.2%
+211.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.8% |
| 30D | +11.5% | -5.7% | +17.2% | +12.0% |
| 3M | +9.0% | +3.1% | +5.9% | +8.7% |
| 6M | +20.5% | +7.9% | +12.6% | +19.8% |
| YTD | +59.5% | +27.3% | +32.2% | +56.0% |
| 1Y | +77.9% | +37.8% | +40.1% | +72.9% |
| All | +261.9% | +50.2% | +211.8% | +241.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling