+138.3%
ADI vs BDX
-2.2%
+140.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.8% | +4.0% | +4.6% |
| 7D | +4.6% | -3.2% | +7.7% | +5.6% |
| 30D | -1.2% | -2.5% | +1.4% | -0.4% |
| 3M | -7.8% | +21.4% | -29.2% | -14.4% |
| 6M | +19.3% | +10.4% | +8.9% | +14.8% |
| YTD | +40.9% | +18.8% | +22.1% | +31.7% |
| 1Y | +54.5% | +21.7% | +32.8% | +42.9% |
| 3Y | +123.4% | -10.0% | +133.4% | +127.6% |
| All | +138.3% | -2.2% | +140.5% | +135.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling