+1.3%
BBY vs BDX
-2.2%
+3.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.3% | +2.8% |
| 7D | +0.6% | -3.2% | +3.7% | +1.8% |
| 30D | +9.4% | -2.5% | +11.9% | +10.4% |
| 3M | +19.3% | +21.4% | -2.1% | +9.9% |
| 6M | +47.9% | +10.4% | +37.5% | +41.3% |
| YTD | +39.6% | +18.8% | +20.7% | +28.8% |
| 1Y | +22.2% | +21.7% | +0.5% | +11.6% |
| 3Y | +45.0% | -10.0% | +54.9% | +46.8% |
| All | +1.3% | -2.2% | +3.5% | +0.5% |
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