+24.9%
BDX vs GEN
+35.2%
-10.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.5% |
| 7D | +2.5% | -0.8% | +3.4% | +2.7% |
| 30D | +13.6% | +31.2% | -17.6% | +8.0% |
| 3M | +18.9% | +6.1% | +12.9% | +17.2% |
| 6M | +51.8% | +38.1% | +13.7% | +41.9% |
| YTD | +43.3% | +14.4% | +29.0% | +38.6% |
| 1Y | +48.0% | +15.1% | +32.8% | +42.9% |
| 3Y | +23.7% | +68.5% | -44.8% | +11.4% |
| 5Y | +24.9% | +35.8% | -10.9% | +13.8% |
| All | +24.9% | +35.2% | -10.3% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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