+55.3%
BE vs BDX
+54.0%
+1.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.6% | -11.9% | -1.6% |
| 7D | -12.1% | +7.2% | -19.3% | -6.5% |
| 30D | -30.1% | +15.8% | -45.9% | -20.3% |
| 3M | -12.1% | +23.7% | -35.8% | +6.1% |
| 6M | -30.6% | +44.8% | -75.4% | -4.5% |
| YTD | +130.6% | +39.8% | +90.9% | +237.6% |
| 1Y | +55.3% | +52.3% | +3.0% | +159.2% |
| All | +55.3% | +54.0% | +1.3% | +159.2% |
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