+2,174.7%
TRGP vs BUD
+95.2%
+2,079.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +0.8% | +0.3% | +0.5% | +0.6% |
| 30D | +11.5% | -5.7% | +17.2% | +15.1% |
| 3M | +9.0% | +3.1% | +5.9% | +6.4% |
| 6M | +20.5% | +7.9% | +12.6% | +13.4% |
| YTD | +59.5% | +27.3% | +32.2% | +35.4% |
| 1Y | +77.9% | +37.8% | +40.1% | +43.3% |
| 3Y | +253.6% | +49.8% | +203.7% | +155.5% |
| 5Y | +615.5% | +43.8% | +571.6% | +407.7% |
| 10Y | +897.1% | -22.6% | +919.7% | +806.1% |
| All | +2,174.7% | +95.2% | +2,079.5% | +1,249.5% |
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