+1,055.1%
ASX vs BDX
+92.0%
+963.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +6.4% |
| 7D | +0.8% | +2.5% | -1.7% | +0.1% |
| 30D | -20.4% | +13.6% | -34.0% | -23.3% |
| 3M | -2.1% | +18.9% | -21.1% | -7.1% |
| 6M | +8.2% | +51.8% | -43.6% | -5.3% |
| YTD | +137.3% | +43.3% | +93.9% | +111.0% |
| 1Y | +155.0% | +48.0% | +107.0% | +124.3% |
| 3Y | +397.9% | +23.7% | +374.3% | +355.4% |
| 5Y | +529.2% | +24.9% | +504.4% | +462.8% |
| All | +1,055.1% | +92.0% | +963.1% | +746.1% |
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