+13.4%
GD vs BDX
+27.3%
-13.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.2% | -1.5% |
| 7D | -5.3% | -2.5% | -2.7% | -4.8% |
| 30D | -6.4% | +8.3% | -14.7% | -7.9% |
| 3M | +5.7% | +24.4% | -18.7% | +1.0% |
| 6M | -0.9% | +9.2% | -10.1% | -1.8% |
| YTD | +8.2% | +22.7% | -14.6% | +1.5% |
| 1Y | +13.4% | +25.9% | -12.5% | +5.8% |
| All | +13.4% | +27.3% | -13.9% | +5.8% |
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