+416.5%
TRI vs BLDR
+380.2%
+36.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.6% |
| 7D | -8.4% | -2.7% | -5.7% | -8.1% |
| 30D | -6.5% | -14.7% | +8.2% | -4.9% |
| 3M | +18.6% | -20.8% | +39.4% | +21.2% |
| 6M | -10.4% | -35.3% | +24.9% | -6.9% |
| YTD | -23.7% | -40.3% | +16.6% | -20.3% |
| 1Y | -42.5% | -56.3% | +13.8% | -37.9% |
| 3Y | -19.3% | -56.1% | +36.8% | -14.8% |
| 5Y | -9.7% | +12.9% | -22.6% | -15.6% |
| 10Y | +194.4% | +386.5% | -192.0% | +124.1% |
| All | +416.5% | +380.2% | +36.3% | +183.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling