+179.0%
TRV vs BUD
+50.5%
+128.5%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | +7.5% | +7.4% | +0.1% | +5.4% |
| 3M | +6.7% | +4.3% | +2.4% | +5.4% |
| 6M | +35.5% | +5.3% | +30.2% | +33.2% |
| YTD | +39.3% | +33.2% | +6.0% | +28.0% |
| 1Y | +41.8% | +31.8% | +10.0% | +30.6% |
| 3Y | +147.3% | +47.8% | +99.5% | +117.7% |
| All | +179.0% | +50.5% | +128.5% | +133.6% |
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 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