+162.9%
BBIO vs BUD
-1.0%
+163.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.5% |
| 7D | -3.2% | -2.6% | -0.6% | -1.9% |
| 30D | -13.6% | -1.2% | -12.4% | -13.2% |
| 3M | +7.2% | -4.9% | +12.1% | +9.4% |
| 6M | +1.5% | +9.3% | -7.8% | -4.8% |
| YTD | -5.3% | +24.0% | -29.3% | -17.4% |
| 1Y | +37.7% | +34.5% | +3.2% | +14.4% |
| 3Y | +153.9% | +43.7% | +110.2% | +94.2% |
| 5Y | +43.9% | +46.0% | -2.1% | +7.5% |
| All | +162.9% | -1.0% | +163.9% | +78.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling