+330.3%
BDX vs UUUU
-92.5%
+422.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.3% | +4.4% | -1.7% |
| 7D | -5.4% | -5.0% | -0.4% | -5.3% |
| 30D | -2.2% | -7.8% | +5.6% | -2.0% |
| 3M | +20.1% | -0.4% | +20.5% | +19.9% |
| 6M | +9.1% | -32.9% | +41.9% | +10.0% |
| YTD | +17.9% | -6.3% | +24.1% | +17.1% |
| 1Y | +22.1% | +7.9% | +14.2% | +20.1% |
| 3Y | -10.5% | +85.2% | -95.7% | -14.8% |
| 5Y | -2.6% | +97.0% | -99.6% | -8.8% |
| 10Y | +57.5% | +492.6% | -435.1% | +36.5% |
| All | +330.3% | -92.5% | +422.7% | +284.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling