+3,815.0%
TT vs BUD
+214.6%
+3,600.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.5% | +3.8% | +2.9% |
| 7D | -2.0% | +4.5% | -6.5% | -3.8% |
| 30D | -14.0% | +12.5% | -26.5% | -18.3% |
| 3M | -15.9% | 0.0% | -15.9% | -16.4% |
| 6M | -17.3% | +3.8% | -21.1% | -19.5% |
| YTD | +4.0% | +33.1% | -29.1% | -8.9% |
| 1Y | -7.1% | +35.5% | -42.6% | -19.3% |
| 3Y | +90.2% | +49.4% | +40.8% | +54.2% |
| 5Y | +131.1% | +48.0% | +83.1% | +84.1% |
| 10Y | +777.7% | -8.6% | +786.3% | +706.3% |
| All | +3,815.0% | +214.6% | +3,600.3% | +1,644.7% |
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 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