-20.6%
BIIB vs BUD
-4.5%
-16.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.3% | +0.6% |
| 7D | -0.4% | +0.5% | -0.9% | -0.6% |
| 30D | +10.5% | +7.4% | +3.1% | +8.5% |
| 3M | +24.3% | +4.3% | +20.0% | +22.8% |
| 6M | +28.0% | +5.3% | +22.7% | +26.2% |
| YTD | +44.0% | +33.2% | +10.7% | +33.9% |
| 1Y | +58.8% | +31.8% | +27.1% | +48.0% |
| 3Y | +12.7% | +47.8% | -35.1% | +1.4% |
| 5Y | -4.9% | +50.2% | -55.1% | -16.0% |
| 10Y | -20.6% | -4.8% | -15.8% | -20.0% |
| All | -20.6% | -4.5% | -16.1% | -20.0% |
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