+445.9%
ASX vs BDX
-9.6%
+455.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.1% | +9.1% | +6.3% |
| 7D | +6.3% | -4.3% | +10.6% | +6.6% |
| 30D | +6.4% | +1.3% | +5.2% | +6.2% |
| 3M | +13.1% | +20.2% | -7.1% | +10.7% |
| 6M | +90.3% | +8.6% | +81.7% | +90.0% |
| YTD | +149.6% | +19.0% | +130.7% | +145.3% |
| 1Y | +249.2% | +21.2% | +228.0% | +242.1% |
| 3Y | +445.9% | -9.7% | +455.6% | +457.3% |
| All | +445.9% | -9.6% | +455.5% | +457.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling