+1,230.8%
TRV vs BUD
+201.1%
+1,029.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -0.1% | +0.3% | -0.4% | -0.2% |
| 30D | -3.4% | -5.7% | +2.2% | -1.4% |
| 3M | +26.4% | +3.1% | +23.3% | +24.7% |
| 6M | +19.3% | +7.9% | +11.4% | +15.3% |
| YTD | +28.3% | +27.3% | +1.0% | +16.3% |
| 1Y | +34.3% | +37.8% | -3.5% | +18.0% |
| 3Y | +140.1% | +49.8% | +90.3% | +100.3% |
| 5Y | +155.7% | +43.8% | +111.9% | +112.1% |
| 10Y | +285.5% | -22.6% | +308.2% | +266.5% |
| All | +1,230.8% | +201.1% | +1,029.7% | +711.5% |
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