-38.4%
TRI vs BUD
+36.8%
-75.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | -0.5% | +0.3% | -0.8% | -0.5% |
| 30D | +7.9% | -5.7% | +13.5% | +6.2% |
| 3M | +24.1% | +3.1% | +20.9% | +25.2% |
| 6M | +3.8% | +7.9% | -4.1% | +5.7% |
| YTD | -16.9% | +27.3% | -44.2% | -18.3% |
| 1Y | -38.4% | +37.8% | -76.2% | -39.9% |
| All | -38.4% | +36.8% | -75.2% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling