+37,360.5%
ADI vs BDX
+5,205.8%
+32,154.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +2.6% | -4.1% | +6.7% | +4.1% |
| 30D | -4.6% | +0.1% | -4.7% | -4.8% |
| 3M | -9.5% | +18.3% | -27.8% | -15.4% |
| 6M | +14.8% | +10.1% | +4.7% | +9.8% |
| YTD | +35.8% | +19.4% | +16.4% | +26.0% |
| 1Y | +48.9% | +22.3% | +26.6% | +36.8% |
| 3Y | +115.6% | -9.4% | +124.9% | +117.2% |
| 5Y | +135.1% | -2.0% | +137.1% | +128.2% |
| 10Y | +636.4% | +59.6% | +576.9% | +495.3% |
| All | +37,360.5% | +5,205.8% | +32,154.7% | +7,944.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling