+376.3%
AMD vs BDX
-1.5%
+377.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.1% | +9.0% | +6.4% |
| 7D | +10.0% | -4.3% | +14.3% | +10.8% |
| 30D | +4.6% | +1.3% | +3.4% | +4.3% |
| 3M | +3.1% | +20.2% | -17.1% | -1.3% |
| 6M | +162.8% | +8.6% | +154.2% | +158.2% |
| YTD | +136.2% | +19.0% | +117.2% | +124.2% |
| 1Y | +234.0% | +21.2% | +212.8% | +214.2% |
| 3Y | +376.7% | -9.7% | +386.4% | +387.6% |
| 5Y | +376.3% | -3.4% | +379.7% | +374.7% |
| All | +376.3% | -1.5% | +377.8% | +374.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling