+103.2%
INTC vs BDX
-2.2%
+105.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.5% |
| 7D | +7.5% | -3.2% | +10.6% | +7.8% |
| 30D | +2.0% | -2.5% | +4.5% | +2.2% |
| 3M | -12.0% | +21.4% | -33.4% | -15.4% |
| 6M | +114.5% | +10.4% | +104.1% | +111.0% |
| YTD | +179.0% | +18.8% | +160.1% | +167.2% |
| 1Y | +318.3% | +21.7% | +296.6% | +296.7% |
| 3Y | +171.2% | -10.0% | +181.2% | +179.4% |
| All | +103.2% | -2.2% | +105.5% | +98.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling