+8,732.2%
AMD vs BDX
+56.2%
+8,676.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.0% | +2.1% | +2.6% |
| 7D | +14.0% | -3.6% | +17.6% | +15.6% |
| 30D | +11.0% | +0.7% | +10.3% | +10.4% |
| 3M | +9.6% | +19.0% | -9.4% | +0.1% |
| 6M | +157.1% | +10.8% | +146.3% | +141.2% |
| YTD | +143.3% | +20.1% | +123.2% | +117.4% |
| 1Y | +234.4% | +23.1% | +211.4% | +193.2% |
| 3Y | +391.2% | -8.8% | +400.0% | +392.3% |
| 5Y | +390.9% | -1.4% | +392.3% | +357.9% |
| 10Y | +8,732.2% | +60.5% | +8,671.7% | +5,852.2% |
| All | +8,732.2% | +56.2% | +8,676.0% | +5,852.2% |
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