+696.9%
AVGO vs BDX
-2.2%
+699.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | +1.1% | -3.2% | +4.3% | +1.5% |
| 30D | -13.0% | -2.5% | -10.4% | -12.8% |
| 3M | -6.0% | +21.4% | -27.4% | -8.6% |
| 6M | +6.4% | +10.4% | -4.0% | +5.1% |
| YTD | +5.0% | +18.8% | -13.9% | +2.1% |
| 1Y | +1.4% | +21.7% | -20.3% | -2.0% |
| 3Y | +336.8% | -10.0% | +346.8% | +350.9% |
| All | +696.9% | -2.2% | +699.1% | +708.9% |
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