+52.3%
BDX vs WU
-18.0%
+70.3%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +5.4% | +0.1% | +4.5% |
| 7D | +7.2% | +8.2% | -1.0% | +5.6% |
| 30D | +15.8% | +8.0% | +7.8% | +14.1% |
| 3M | +23.7% | -6.6% | +30.3% | +24.6% |
| 6M | +44.8% | -23.3% | +68.1% | +51.7% |
| YTD | +39.8% | -22.4% | +62.2% | +45.6% |
| 1Y | +52.3% | -18.0% | +70.3% | +55.8% |
| All | +52.3% | -18.0% | +70.3% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling