+1,118.6%
BDX vs BB
+314.8%
+803.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.2% |
| 7D | +2.9% | +1.8% | +1.1% | +2.8% |
| 30D | +15.4% | +8.1% | +7.3% | +14.9% |
| 3M | +20.5% | -1.0% | +21.5% | +20.2% |
| 6M | +53.2% | +45.9% | +7.3% | +49.1% |
| YTD | +45.7% | +134.8% | -89.1% | +38.2% |
| 1Y | +47.3% | +104.6% | -57.3% | +40.5% |
| 3Y | +25.1% | +152.8% | -127.8% | +16.2% |
| 5Y | +27.4% | -17.4% | +44.9% | +23.3% |
| 10Y | +95.4% | +22.4% | +72.9% | +75.3% |
| All | +1,118.6% | +314.8% | +803.9% | +861.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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