+13.8%
BIIB vs BUD
+48.3%
-34.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.4% |
| 3M | +24.3% | +4.3% | +20.0% | +22.8% |
| 6M | +28.0% | +5.3% | +22.7% | +26.1% |
| YTD | +44.0% | +33.2% | +10.7% | +33.1% |
| 1Y | +58.8% | +31.8% | +27.1% | +47.2% |
| All | +13.8% | +48.3% | -34.5% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling