+755.6%
GOOGL vs BDX
+59.3%
+696.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.5% |
| 7D | 0.0% | -3.2% | +3.2% | +1.0% |
| 30D | -1.4% | -2.5% | +1.1% | -0.6% |
| 3M | -5.3% | +21.4% | -26.7% | -11.5% |
| 6M | +9.8% | +10.4% | -0.6% | +5.8% |
| YTD | +8.4% | +18.8% | -10.5% | +1.4% |
| 1Y | +41.2% | +21.7% | +19.5% | +30.8% |
| 3Y | +149.6% | -10.0% | +159.5% | +152.8% |
| 5Y | +142.6% | -1.8% | +144.4% | +134.3% |
| All | +755.6% | +59.3% | +696.3% | +559.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling