+163.2%
BBIO vs BUD
-1.7%
+164.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.4% | -4.3% | -4.5% |
| 7D | -3.9% | -3.2% | -0.7% | -2.2% |
| 30D | -13.4% | -3.7% | -9.7% | -11.8% |
| 3M | +7.6% | -4.4% | +12.0% | +9.4% |
| 6M | -2.4% | +7.7% | -10.2% | -7.8% |
| YTD | -5.2% | +23.1% | -28.3% | -17.0% |
| 1Y | +36.9% | +33.6% | +3.3% | +14.2% |
| 3Y | +155.2% | +44.7% | +110.5% | +94.1% |
| 5Y | +44.0% | +44.9% | -0.9% | +8.0% |
| All | +163.2% | -1.7% | +164.9% | +78.9% |
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