+42.3%
BBIO vs BUD
+44.8%
-2.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -3.2% | -2.6% | -0.6% | -2.0% |
| 30D | -13.6% | -1.2% | -12.4% | -13.2% |
| 3M | +7.2% | -4.9% | +12.1% | +9.2% |
| 6M | +1.5% | +9.3% | -7.8% | -4.6% |
| YTD | -5.3% | +24.0% | -29.3% | -17.0% |
| 1Y | +37.7% | +34.5% | +3.2% | +15.2% |
| 3Y | +153.9% | +43.7% | +110.2% | +91.7% |
| All | +42.3% | +44.8% | -2.5% | +2.2% |
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