+52.3%
BDX vs FRSH
+21.1%
+31.2%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -6.3% | +11.9% | +5.8% |
| 7D | +7.2% | -13.8% | +21.0% | +7.9% |
| 30D | +15.8% | +0.3% | +15.5% | +15.7% |
| 3M | +23.7% | +10.1% | +13.6% | +23.1% |
| 6M | +44.8% | +47.7% | -2.8% | +43.9% |
| YTD | +39.8% | +8.2% | +31.5% | +44.9% |
| 1Y | +52.3% | +21.4% | +30.9% | +50.9% |
| All | +52.3% | +21.1% | +31.2% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling