+506.3%
TRI vs BUD
+217.8%
+288.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.3% |
| 7D | -2.9% | +1.0% | -3.9% | -3.2% |
| 30D | +3.7% | +6.7% | -3.0% | +2.1% |
| 3M | +3.7% | +5.7% | -2.0% | +2.4% |
| 6M | +35.1% | +5.8% | +29.3% | +33.2% |
| YTD | -14.0% | +34.4% | -48.4% | -21.2% |
| 1Y | -19.0% | +33.3% | -52.2% | -25.6% |
| 3Y | -12.0% | +48.8% | -60.8% | -22.7% |
| 5Y | +0.6% | +52.5% | -51.9% | -13.9% |
| 10Y | +225.4% | -4.0% | +229.4% | +205.0% |
| All | +506.3% | +217.8% | +288.5% | +242.5% |
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