+164.3%
INTC vs BDX
-10.7%
+175.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.9% | -3.7% | -5.6% |
| 7D | +9.4% | -5.4% | +14.9% | +9.4% |
| 30D | +2.7% | -2.2% | +4.8% | +2.6% |
| 3M | -6.3% | +20.1% | -26.4% | -7.5% |
| 6M | +114.5% | +9.1% | +105.4% | +115.8% |
| YTD | +171.9% | +17.9% | +154.0% | +167.3% |
| 1Y | +305.0% | +22.1% | +282.9% | +293.5% |
| All | +164.3% | -10.7% | +175.0% | +165.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling