+95.5%
AMD vs BDX
+54.0%
+41.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.6% | -4.6% | +4.1% |
| 7D | -15.5% | +7.2% | -22.7% | -12.1% |
| 30D | -22.6% | +15.8% | -38.4% | -15.7% |
| 3M | -5.7% | +23.7% | -29.4% | +6.8% |
| 6M | +43.1% | +44.8% | -1.7% | +75.0% |
| YTD | +128.2% | +39.8% | +88.5% | +177.8% |
| 1Y | +95.5% | +52.3% | +43.1% | +138.5% |
| All | +95.5% | +54.0% | +41.5% | +138.5% |
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