+79.3%
ADI vs BDX
+54.0%
+25.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.6% | -8.8% | -3.0% |
| 7D | -5.1% | +7.2% | -12.3% | -4.9% |
| 30D | -3.1% | +15.8% | -18.9% | -3.0% |
| 3M | +7.1% | +23.7% | -16.5% | +7.0% |
| 6M | +2.9% | +44.8% | -41.9% | -0.2% |
| YTD | +51.1% | +39.8% | +11.4% | +51.9% |
| 1Y | +79.3% | +52.3% | +27.0% | +74.6% |
| All | +79.3% | +54.0% | +25.3% | +74.6% |
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