+4,782.6%
DELL vs BDX
+59.7%
+4,722.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | +8.7% | -3.6% | +12.3% | +9.7% |
| 30D | +16.9% | +0.7% | +16.2% | +16.5% |
| 3M | +40.4% | +19.0% | +21.5% | +32.5% |
| 6M | +267.1% | +10.8% | +256.3% | +253.1% |
| YTD | +329.1% | +20.1% | +309.0% | +301.2% |
| 1Y | +346.9% | +23.1% | +323.9% | +313.6% |
| 3Y | +696.6% | -8.8% | +705.5% | +700.7% |
| 5Y | +1,106.2% | -1.4% | +1,107.6% | +1,063.3% |
| 10Y | +4,177.7% | +60.5% | +4,117.2% | +3,155.7% |
| All | +4,782.6% | +59.7% | +4,722.9% | +3,634.3% |
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