+733.5%
TT vs BUD
-2.2%
+735.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.1% | -0.3% |
| 7D | +0.8% | +6.0% | -5.2% | -1.1% |
| 30D | -11.8% | +11.3% | -23.1% | -14.9% |
| 3M | -11.6% | +3.6% | -15.1% | -12.9% |
| 6M | -9.3% | +7.7% | -17.0% | -12.2% |
| YTD | +8.9% | +36.4% | -27.5% | -2.8% |
| 1Y | -2.2% | +37.8% | -40.1% | -13.1% |
| 3Y | +91.9% | +51.2% | +40.6% | +61.5% |
| 5Y | +136.0% | +53.4% | +82.6% | +93.9% |
| All | +733.5% | -2.2% | +735.7% | +616.7% |
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