+45.0%
AAPL vs BDX
+22.7%
+22.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.6% |
| 7D | +3.8% | -3.2% | +7.0% | +4.4% |
| 30D | +9.9% | -2.5% | +12.5% | +10.3% |
| 3M | +12.5% | +21.4% | -8.9% | +9.1% |
| 6M | +27.6% | +10.4% | +17.2% | +25.9% |
| YTD | +22.6% | +18.8% | +3.7% | +20.8% |
| 1Y | +45.0% | +21.7% | +23.3% | +41.5% |
| All | +45.0% | +22.7% | +22.2% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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