-16.7%
TRI vs BUD
+38.4%
-55.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.1% | +3.3% | +6.0% |
| 7D | +1.0% | +3.3% | -2.3% | +0.8% |
| 30D | +20.8% | +11.8% | +8.9% | +21.2% |
| 3M | +8.1% | -1.1% | +9.2% | +6.2% |
| 6M | +24.2% | +14.9% | +9.3% | +28.0% |
| YTD | -7.8% | +32.6% | -40.4% | -12.8% |
| 1Y | -16.7% | +37.2% | -53.8% | -22.8% |
| All | -16.7% | +38.4% | -55.0% | -22.8% |
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