+32,355.3%
AVGO vs BDX
+380.9%
+31,974.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +4.2% |
| 7D | -0.3% | -4.3% | +4.0% | +1.5% |
| 30D | -13.8% | +1.3% | -15.1% | -14.5% |
| 3M | -6.9% | +20.2% | -27.2% | -15.0% |
| 6M | +11.9% | +8.6% | +3.3% | +6.3% |
| YTD | +6.9% | +19.0% | -12.1% | -3.1% |
| 1Y | +7.4% | +21.2% | -13.8% | -4.0% |
| 3Y | +345.6% | -9.7% | +355.3% | +344.5% |
| 5Y | +718.9% | -3.4% | +722.3% | +669.9% |
| 10Y | +2,755.4% | +53.9% | +2,701.5% | +1,728.7% |
| All | +32,355.3% | +380.9% | +31,974.4% | +10,236.7% |
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