+360.5%
BE vs BDX
+27.3%
+333.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.5% | +8.9% | +6.2% |
| 7D | +20.0% | -2.5% | +22.5% | +17.9% |
| 30D | +7.9% | +8.3% | -0.3% | +14.6% |
| 3M | -13.2% | +24.4% | -37.6% | +2.5% |
| 6M | +53.5% | +9.2% | +44.3% | +82.2% |
| YTD | +191.0% | +22.7% | +168.3% | +264.8% |
| 1Y | +360.5% | +25.9% | +334.6% | +547.2% |
| All | +360.5% | +27.3% | +333.2% | +547.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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