+154.5%
TRV vs BUD
+44.7%
+109.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.9% |
| 7D | +0.2% | -1.3% | +1.5% | +0.5% |
| 30D | -2.3% | -6.1% | +3.8% | -0.8% |
| 3M | +22.7% | -3.8% | +26.4% | +23.7% |
| 6M | +21.9% | +8.2% | +13.8% | +18.9% |
| YTD | +27.5% | +23.6% | +3.9% | +19.6% |
| 1Y | +36.2% | +33.4% | +2.8% | +25.0% |
| 3Y | +140.6% | +45.3% | +95.3% | +112.2% |
| 5Y | +154.5% | +44.3% | +110.3% | +120.3% |
| All | +154.5% | +44.7% | +109.8% | +120.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling