+3,354.6%
ASX vs BDX
+1,501.9%
+1,852.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.5% | +3.7% |
| 7D | -9.1% | +7.3% | -16.4% | -11.6% |
| 30D | -23.6% | +15.7% | -39.3% | -27.7% |
| 3M | -5.6% | +19.1% | -24.7% | -11.8% |
| 6M | +4.7% | +44.1% | -39.4% | -9.7% |
| YTD | +122.6% | +42.1% | +80.5% | +92.5% |
| 1Y | +133.0% | +52.6% | +80.4% | +95.9% |
| 3Y | +367.1% | +22.6% | +344.6% | +316.3% |
| 5Y | +504.7% | +23.3% | +481.4% | +428.9% |
| 10Y | +887.2% | +84.8% | +802.4% | +610.6% |
| All | +3,354.6% | +1,501.9% | +1,852.7% | +1,481.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling