-28.8%
BIIB vs BUD
-24.2%
-4.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.3% |
| 7D | -5.4% | -1.3% | -4.0% | -5.1% |
| 30D | +1.7% | -6.1% | +7.9% | +3.2% |
| 3M | +5.8% | -3.8% | +9.6% | +6.7% |
| 6M | +11.9% | +8.2% | +3.8% | +9.5% |
| YTD | +19.7% | +23.6% | -3.8% | +13.5% |
| 1Y | +46.7% | +33.4% | +13.3% | +36.6% |
| 3Y | -18.6% | +45.3% | -64.0% | -26.4% |
| 5Y | -29.8% | +44.3% | -74.1% | -37.2% |
| 10Y | -28.8% | -22.8% | -6.1% | -26.8% |
| All | -28.8% | -24.2% | -4.7% | -26.8% |
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