+65.2%
ALAB vs BDX
+27.3%
+37.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.5% | +11.3% | +8.4% |
| 7D | +7.2% | -2.5% | +9.8% | +5.0% |
| 30D | -2.5% | +8.3% | -10.8% | +4.5% |
| 3M | -13.3% | +24.4% | -37.7% | +5.8% |
| 6M | +172.8% | +9.2% | +163.7% | +206.8% |
| YTD | +86.6% | +22.7% | +63.9% | +129.9% |
| 1Y | +65.2% | +25.9% | +39.3% | +108.9% |
| All | +65.2% | +27.3% | +37.9% | +108.9% |
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