+2,437.1%
BDX vs WAB
+4,115.8%
-1,678.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.6% | -3.1% |
| 7D | -4.3% | +1.7% | -5.9% | -4.5% |
| 30D | +1.3% | -2.4% | +3.7% | +1.6% |
| 3M | +20.2% | +9.7% | +10.6% | +18.4% |
| 6M | +8.6% | +16.5% | -7.9% | +5.8% |
| YTD | +19.0% | +33.7% | -14.8% | +13.6% |
| 1Y | +21.2% | +49.7% | -28.5% | +13.7% |
| 3Y | -9.7% | +170.9% | -180.6% | -22.7% |
| 5Y | -3.4% | +228.0% | -231.4% | -20.1% |
| 10Y | +53.9% | +284.8% | -230.9% | +19.5% |
| All | +2,437.1% | +4,115.8% | -1,678.7% | +1,334.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling