-0.5%
BBY vs BUD
+44.8%
-45.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | +0.7% | -3.2% | +3.9% | +1.7% |
| 30D | +5.8% | -3.7% | +9.4% | +7.0% |
| 3M | +18.0% | -4.4% | +22.5% | +19.5% |
| 6M | +39.8% | +7.7% | +32.1% | +35.7% |
| YTD | +35.4% | +23.1% | +12.3% | +24.9% |
| 1Y | +21.4% | +33.6% | -12.2% | +8.6% |
| 3Y | +39.5% | +44.7% | -5.2% | +17.1% |
| 5Y | -0.5% | +44.9% | -45.4% | -19.6% |
| All | -0.5% | +44.8% | -45.2% | -19.6% |
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