+126.1%
AMD vs BDX
+47.9%
+78.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +6.2% |
| 7D | +44.7% | +1.0% | +43.7% | +45.4% |
| 30D | -3.3% | +15.1% | -18.5% | +5.6% |
| 3M | +21.2% | +18.2% | +3.0% | +35.0% |
| 6M | +30.6% | +48.1% | -17.6% | +64.5% |
| YTD | +173.3% | +44.1% | +129.2% | +245.2% |
| 1Y | +126.1% | +46.4% | +79.7% | +186.7% |
| All | +126.1% | +47.9% | +78.2% | +186.7% |
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