+1,344.2%
TRV vs BUD
+215.1%
+1,129.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.5% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | +7.5% | +7.4% | +0.1% | +4.6% |
| 3M | +6.7% | +4.3% | +2.4% | +4.9% |
| 6M | +35.5% | +5.3% | +30.2% | +32.3% |
| YTD | +39.3% | +33.2% | +6.0% | +23.9% |
| 1Y | +41.8% | +31.8% | +10.0% | +26.6% |
| 3Y | +147.3% | +47.8% | +99.5% | +107.7% |
| 5Y | +178.3% | +50.2% | +128.2% | +127.4% |
| 10Y | +348.3% | -4.8% | +353.2% | +295.0% |
| All | +1,344.2% | +215.1% | +1,129.1% | +764.6% |
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 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