+750.6%
TT vs BUD
-8.7%
+759.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.3% | +3.3% | +4.3% |
| 7D | +1.7% | +1.3% | +0.4% | +1.2% |
| 30D | -11.8% | +10.0% | -21.9% | -14.7% |
| 3M | -12.6% | +1.6% | -14.2% | -13.4% |
| 6M | -9.4% | +6.5% | -15.9% | -11.9% |
| YTD | +8.8% | +34.8% | -26.0% | -2.4% |
| 1Y | -2.5% | +36.5% | -39.0% | -13.0% |
| 3Y | +95.7% | +49.0% | +46.7% | +65.6% |
| 5Y | +135.7% | +51.7% | +84.1% | +94.6% |
| 10Y | +750.6% | -7.5% | +758.2% | +636.9% |
| All | +750.6% | -8.7% | +759.4% | +636.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling