+195.2%
AMD vs BDX
+27.3%
+167.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.5% | +6.2% | +3.9% |
| 7D | +2.6% | -2.5% | +5.1% | +1.3% |
| 30D | -0.9% | +8.3% | -9.2% | +3.4% |
| 3M | -8.7% | +24.4% | -33.1% | +2.5% |
| 6M | +136.3% | +9.2% | +127.2% | +158.3% |
| YTD | +123.0% | +22.7% | +100.3% | +152.8% |
| 1Y | +195.2% | +25.9% | +169.3% | +239.1% |
| All | +195.2% | +27.3% | +167.9% | +239.1% |
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