+91.2%
BSX vs BUD
-24.2%
+115.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.7% |
| 7D | -7.0% | -1.3% | -5.7% | -6.6% |
| 30D | -10.9% | -6.1% | -4.7% | -9.1% |
| 3M | -8.2% | -3.8% | -4.4% | -7.3% |
| 6M | -37.5% | +8.2% | -45.6% | -39.7% |
| YTD | -52.8% | +23.6% | -76.4% | -56.8% |
| 1Y | -58.4% | +33.4% | -91.8% | -63.0% |
| 3Y | -16.5% | +45.3% | -61.9% | -29.9% |
| 5Y | -1.0% | +44.3% | -45.3% | -18.2% |
| 10Y | +91.2% | -22.8% | +114.0% | +71.4% |
| All | +91.2% | -24.2% | +115.4% | +71.4% |
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