+2,115.1%
TRGP vs BUD
+109.1%
+2,006.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.2% |
| 7D | -5.8% | +6.0% | -11.8% | -9.0% |
| 30D | -1.5% | +11.3% | -12.8% | -8.1% |
| 3M | +6.1% | +3.6% | +2.5% | +2.8% |
| 6M | +14.4% | +7.7% | +6.7% | +7.8% |
| YTD | +55.3% | +36.4% | +19.0% | +25.5% |
| 1Y | +69.1% | +37.8% | +31.3% | +35.6% |
| 3Y | +254.3% | +51.2% | +203.1% | +154.8% |
| 5Y | +471.4% | +53.4% | +418.0% | +290.0% |
| 10Y | +773.0% | -3.2% | +776.2% | +600.8% |
| All | +2,115.1% | +109.1% | +2,006.0% | +1,151.4% |
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