-70.4%
BBAI vs BUD
+45.2%
-115.5%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -1.0% | +0.8% | -1.8% | -1.0% |
| 30D | -10.7% | -4.8% | -5.9% | -10.9% |
| 3M | -32.3% | +1.4% | -33.6% | -32.2% |
| 6M | -31.3% | +9.9% | -41.2% | -31.3% |
| YTD | -45.9% | +26.3% | -72.3% | -45.7% |
| 1Y | -40.0% | +36.1% | -76.2% | -39.6% |
| 3Y | +72.8% | +48.6% | +24.2% | +79.3% |
| 5Y | -70.4% | +45.0% | -115.4% | -70.3% |
| All | -70.4% | +45.2% | -115.5% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling