+102.3%
BDX vs DAR
+307.1%
-204.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.6% | +0.3% |
| 7D | +1.0% | +9.2% | -8.2% | 0.0% |
| 30D | +15.1% | -12.3% | +27.4% | +16.8% |
| 3M | +18.2% | -12.7% | +30.9% | +19.8% |
| 6M | +48.1% | -12.8% | +60.9% | +49.8% |
| YTD | +44.1% | +53.8% | -9.6% | +34.9% |
| 1Y | +46.4% | +60.3% | -13.9% | +36.2% |
| 3Y | +24.4% | +31.7% | -7.4% | +16.0% |
| 5Y | +26.1% | -27.7% | +53.8% | +25.7% |
| All | +102.3% | +307.1% | -204.8% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling