+262,336.6%
AMZN vs BDX
+1,400.9%
+260,935.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | +0.6% |
| 7D | +0.8% | -4.3% | +5.1% | +2.5% |
| 30D | -6.4% | +1.3% | -7.6% | -6.9% |
| 3M | +4.8% | +20.2% | -15.5% | -2.7% |
| 6M | +20.5% | +8.6% | +11.9% | +15.9% |
| YTD | +11.3% | +19.0% | -7.6% | +2.9% |
| 1Y | +9.0% | +21.2% | -12.2% | -0.3% |
| 3Y | +85.9% | -9.7% | +95.6% | +85.9% |
| 5Y | +45.8% | -3.4% | +49.2% | +40.4% |
| 10Y | +555.5% | +53.9% | +501.6% | +399.9% |
| All | +262,336.6% | +1,400.9% | +260,935.7% | +70,078.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling