+4.4%
GOOGL vs BDX
+54.0%
-49.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.6% | -2.4% | +2.4% |
| 7D | -11.1% | +7.2% | -18.3% | -11.9% |
| 30D | -16.6% | +15.8% | -32.4% | -18.4% |
| 3M | -23.4% | +23.7% | -47.1% | -25.9% |
| 6M | -24.5% | +44.8% | -69.4% | -29.0% |
| YTD | -7.5% | +39.8% | -47.3% | -12.1% |
| 1Y | +4.4% | +52.3% | -48.0% | -0.9% |
| All | +4.4% | +54.0% | -49.6% | -0.9% |
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