+1,726.2%
BE vs BDX
-10.0%
+1,736.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.8% | +5.9% | +6.7% |
| 7D | +9.0% | -3.2% | +12.2% | +9.0% |
| 30D | +16.3% | -2.5% | +18.8% | +16.2% |
| 3M | +10.8% | +21.4% | -10.6% | +8.9% |
| 6M | +73.2% | +10.4% | +62.8% | +74.7% |
| YTD | +217.4% | +18.8% | +198.5% | +213.4% |
| 1Y | +309.8% | +21.7% | +288.1% | +301.7% |
| 3Y | +1,726.2% | -10.0% | +1,736.1% | +1,724.9% |
| All | +1,726.2% | -10.0% | +1,736.1% | +1,724.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling