+1,218.2%
BE vs BDX
-3.5%
+1,221.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -3.6% |
| 7D | +9.7% | -5.4% | +15.2% | +11.0% |
| 30D | +22.4% | -2.2% | +24.6% | +22.8% |
| 3M | +10.4% | +20.1% | -9.7% | +3.6% |
| 6M | +67.9% | +9.1% | +58.8% | +63.1% |
| YTD | +197.5% | +17.9% | +179.6% | +178.9% |
| 1Y | +310.6% | +22.1% | +288.5% | +277.1% |
| 3Y | +1,657.2% | -10.5% | +1,667.8% | +1,772.4% |
| 5Y | +1,218.2% | -2.6% | +1,220.8% | +1,278.2% |
| All | +1,218.2% | -3.5% | +1,221.6% | +1,278.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling