+37.4%
GILD vs BDX
+27.3%
+10.1%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.4% |
| 7D | +3.7% | -2.5% | +6.2% | +4.5% |
| 30D | +14.6% | +8.3% | +6.4% | +11.5% |
| 3M | +17.7% | +24.4% | -6.7% | +9.2% |
| 6M | +3.1% | +9.2% | -6.1% | +0.6% |
| YTD | +24.5% | +22.7% | +1.8% | +15.7% |
| 1Y | +37.4% | +25.9% | +11.5% | +26.1% |
| All | +37.4% | +27.3% | +10.1% | +26.1% |
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