+465.5%
ASX vs BDX
-1.6%
+467.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.6% | +3.4% |
| 7D | +11.1% | -3.6% | +14.7% | +11.7% |
| 30D | +9.6% | +0.7% | +8.9% | +9.4% |
| 3M | +18.6% | +19.0% | -0.3% | +14.7% |
| 6M | +92.1% | +10.8% | +81.3% | +88.8% |
| YTD | +158.5% | +20.1% | +138.3% | +149.2% |
| 1Y | +271.9% | +23.1% | +248.8% | +256.0% |
| 3Y | +465.2% | -8.8% | +474.1% | +477.0% |
| All | +465.5% | -1.6% | +467.1% | +453.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling