-58.4%
BSX vs BUD
+33.8%
-92.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | -7.0% | -1.3% | -5.7% | -7.0% |
| 30D | -10.9% | -6.1% | -4.7% | -10.9% |
| 3M | -8.2% | -3.8% | -4.4% | -8.5% |
| 6M | -37.5% | +8.2% | -45.6% | -37.9% |
| YTD | -52.8% | +23.6% | -76.4% | -53.8% |
| 1Y | -58.4% | +33.4% | -91.8% | -59.8% |
| All | -58.4% | +33.8% | -92.2% | -59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling