+16,837.1%
INTC vs BDX
+5,205.8%
+11,631.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | +18.0% | -4.1% | +22.1% | +19.5% |
| 30D | +8.9% | +0.1% | +8.8% | +8.6% |
| 3M | -1.6% | +18.3% | -19.8% | -8.2% |
| 6M | +133.1% | +10.1% | +123.0% | +121.1% |
| YTD | +187.9% | +19.4% | +168.5% | +164.5% |
| 1Y | +334.7% | +22.3% | +312.4% | +294.6% |
| 3Y | +184.2% | -9.4% | +193.5% | +181.9% |
| 5Y | +116.0% | -2.0% | +118.0% | +106.2% |
| 10Y | +270.0% | +59.6% | +210.4% | +194.5% |
| All | +16,837.1% | +5,205.8% | +11,631.3% | +3,806.2% |
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