+367.1%
ASX vs BDX
+23.0%
+344.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.5% | +3.2% |
| 7D | -9.1% | +7.3% | -16.4% | -9.1% |
| 30D | -23.6% | +15.7% | -39.3% | -23.8% |
| 3M | -5.6% | +19.1% | -24.7% | -6.1% |
| 6M | +4.7% | +44.1% | -39.4% | +2.1% |
| YTD | +122.6% | +42.1% | +80.5% | +118.5% |
| 1Y | +133.0% | +52.6% | +80.4% | +125.7% |
| 3Y | +367.1% | +22.6% | +344.6% | +371.3% |
| All | +367.1% | +23.0% | +344.1% | +371.3% |
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