+32,991.5%
GILD vs BDX
+4,573.5%
+28,418.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.1% |
| 7D | -4.8% | -3.2% | -1.7% | -3.6% |
| 30D | +5.8% | -2.5% | +8.3% | +6.8% |
| 3M | +14.9% | +21.4% | -6.5% | +6.1% |
| 6M | -0.4% | +10.4% | -10.8% | -4.7% |
| YTD | +18.5% | +18.8% | -0.3% | +9.8% |
| 1Y | +25.1% | +21.7% | +3.4% | +14.7% |
| 3Y | +105.9% | -10.0% | +115.8% | +108.3% |
| 5Y | +143.0% | -1.8% | +144.8% | +134.6% |
| 10Y | +162.4% | +58.8% | +103.6% | +99.5% |
| All | +32,991.5% | +4,573.5% | +28,418.0% | +7,759.3% |
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