+302.0%
TRV vs BUD
-22.3%
+324.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.3% | +1.8% |
| 7D | +1.9% | -2.6% | +4.6% | +2.9% |
| 30D | +1.7% | -1.2% | +2.9% | +2.1% |
| 3M | +23.9% | -4.9% | +28.8% | +25.8% |
| 6M | +26.3% | +9.3% | +17.0% | +21.4% |
| YTD | +30.8% | +24.0% | +6.8% | +19.6% |
| 1Y | +36.3% | +34.5% | +1.8% | +20.6% |
| 3Y | +145.0% | +43.7% | +101.3% | +107.0% |
| 5Y | +163.9% | +46.0% | +117.9% | +116.0% |
| All | +302.0% | -22.3% | +324.3% | +240.8% |
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