+1,480.5%
BA vs BDX
+6,267.7%
-4,787.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -1.4% | +2.5% | -3.9% | -2.3% |
| 30D | -7.9% | +13.6% | -21.5% | -11.8% |
| 3M | -25.2% | +18.9% | -44.1% | -29.5% |
| 6M | -26.7% | +51.8% | -78.5% | -36.6% |
| YTD | -19.6% | +43.3% | -63.0% | -29.4% |
| 1Y | -10.6% | +48.0% | -58.6% | -22.5% |
| 3Y | -11.2% | +23.7% | -34.9% | -19.6% |
| 5Y | -20.4% | +24.9% | -45.3% | -29.0% |
| 10Y | +26.8% | +92.2% | -65.5% | -3.9% |
| All | +1,480.5% | +6,267.7% | -4,787.3% | +261.6% |
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