-38.4%
TRI vs BLDR
-52.1%
+13.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.5% | -7.9% | -5.5% |
| 7D | -0.5% | -2.8% | +2.3% | -0.5% |
| 30D | +7.9% | -13.3% | +21.1% | +8.0% |
| 3M | +24.1% | -12.3% | +36.3% | +23.7% |
| 6M | +3.8% | -31.5% | +35.3% | +3.6% |
| YTD | -16.9% | -36.1% | +19.2% | -17.5% |
| 1Y | -38.4% | -54.1% | +15.7% | -40.2% |
| All | -38.4% | -52.1% | +13.7% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling