+7,765.4%
AMD vs BDX
+95.1%
+7,670.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.1% | -9.8% | -9.2% |
| 7D | +18.9% | +2.9% | +16.0% | +17.7% |
| 30D | -6.4% | +15.4% | -21.9% | -12.1% |
| 3M | +10.6% | +20.5% | -10.0% | +1.6% |
| 6M | +19.9% | +53.2% | -33.3% | -2.6% |
| YTD | +149.4% | +45.7% | +103.7% | +104.4% |
| 1Y | +115.4% | +47.3% | +68.1% | +75.1% |
| 3Y | +357.3% | +25.1% | +332.2% | +292.1% |
| 5Y | +261.1% | +27.4% | +233.7% | +196.6% |
| All | +7,765.4% | +95.1% | +7,670.3% | +4,045.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling