+25.1%
BDX vs DAR
+33.7%
-8.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +1.0% |
| 7D | +2.9% | +11.6% | -8.7% | +2.3% |
| 30D | +15.4% | -10.2% | +25.7% | +16.1% |
| 3M | +20.5% | -14.8% | +35.4% | +21.5% |
| 6M | +53.2% | -10.1% | +63.3% | +53.7% |
| YTD | +45.7% | +55.5% | -9.8% | +38.8% |
| 1Y | +47.3% | +61.7% | -14.4% | +39.7% |
| 3Y | +25.1% | +37.2% | -12.1% | +21.2% |
| All | +25.1% | +33.7% | -8.6% | +21.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling