+26.9%
BBIO vs BUD
+38.4%
-11.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.1% | +2.1% | +4.6% |
| 7D | +10.0% | +3.3% | +6.7% | +9.3% |
| 30D | +17.8% | +11.8% | +5.9% | +15.5% |
| 3M | -5.1% | -1.1% | -4.0% | -4.9% |
| 6M | +12.9% | +14.9% | -2.0% | +7.7% |
| YTD | +1.8% | +32.6% | -30.8% | -9.2% |
| 1Y | +26.9% | +37.2% | -10.3% | +10.7% |
| All | +26.9% | +38.4% | -11.4% | +10.7% |
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