+10.6%
BDX vs ROIV
+314.9%
-304.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -1.3% |
| 7D | +7.1% | +5.3% | +1.7% | +6.6% |
| 30D | +17.6% | +11.9% | +5.7% | +16.5% |
| 3M | +20.4% | +10.7% | +9.7% | +19.0% |
| 6M | +48.3% | +34.9% | +13.4% | +42.6% |
| YTD | +41.6% | +79.2% | -37.6% | +30.4% |
| 1Y | +55.7% | +89.0% | -33.3% | +42.0% |
| 3Y | +10.6% | +337.3% | -326.7% | -19.9% |
| All | +10.6% | +314.9% | -304.3% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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