+1,008.9%
BE vs BDX
+7.4%
+1,001.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -3.1% | +12.7% | +10.5% |
| 7D | +29.8% | -4.3% | +34.1% | +31.2% |
| 30D | +26.4% | +1.3% | +25.1% | +25.7% |
| 3M | +9.3% | +20.2% | -10.9% | +1.6% |
| 6M | +105.1% | +8.6% | +96.4% | +97.0% |
| YTD | +219.0% | +19.0% | +200.1% | +194.9% |
| 1Y | +418.8% | +21.2% | +397.6% | +373.4% |
| 3Y | +1,784.6% | -9.7% | +1,794.3% | +1,824.0% |
| 5Y | +1,251.0% | -3.4% | +1,254.4% | +1,226.9% |
| All | +1,008.9% | +7.4% | +1,001.5% | +983.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling