+9.1%
BDX vs UUUU
-32.7%
+41.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -1.8% |
| 7D | -5.4% | -5.0% | -0.4% | -5.3% |
| 30D | -2.2% | -7.8% | +5.6% | -2.2% |
| 3M | +20.1% | -0.4% | +20.5% | +20.3% |
| 6M | +9.1% | -32.9% | +41.9% | +10.9% |
| All | +9.1% | -32.7% | +41.7% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 6mo: compounded portfolio wealth divided by compounded UUUU 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…
6mo analysis · Full analysis span regression · 6 months rolling