+985.8%
ASX vs BDX
+95.1%
+890.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | +12.4% | +2.9% | +9.5% | +11.6% |
| 30D | -19.8% | +15.4% | -35.2% | -23.0% |
| 3M | -10.3% | +20.5% | -30.8% | -15.2% |
| 6M | +1.2% | +53.2% | -52.0% | -11.5% |
| YTD | +123.0% | +45.7% | +77.3% | +97.5% |
| 1Y | +145.4% | +47.3% | +98.2% | +116.5% |
| 3Y | +368.6% | +25.1% | +343.6% | +327.7% |
| 5Y | +486.0% | +27.4% | +458.6% | +421.2% |
| All | +985.8% | +95.1% | +890.7% | +692.0% |
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