+1,357.8%
TRV vs BUD
+217.8%
+1,140.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.4% |
| 7D | +2.0% | +1.0% | +1.0% | +1.6% |
| 30D | +6.7% | +6.7% | 0.0% | +4.1% |
| 3M | +9.4% | +5.7% | +3.6% | +6.9% |
| 6M | +37.7% | +5.8% | +31.9% | +34.2% |
| YTD | +40.6% | +34.4% | +6.2% | +24.7% |
| 1Y | +42.4% | +33.3% | +9.2% | +26.7% |
| 3Y | +148.1% | +48.8% | +99.3% | +107.8% |
| 5Y | +181.7% | +52.5% | +129.1% | +128.8% |
| 10Y | +352.6% | -4.0% | +356.6% | +297.5% |
| All | +1,357.8% | +217.8% | +1,140.0% | +769.9% |
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