+1,384.0%
MU vs BDX
-9.5%
+1,393.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.7% |
| 7D | +7.5% | -4.1% | +11.6% | +7.6% |
| 30D | +19.4% | +0.1% | +19.3% | +19.4% |
| 3M | +9.8% | +18.3% | -8.4% | +8.5% |
| 6M | +164.1% | +10.1% | +154.0% | +166.1% |
| YTD | +260.3% | +19.4% | +240.9% | +255.5% |
| 1Y | +661.2% | +22.3% | +638.8% | +645.7% |
| All | +1,384.0% | -9.5% | +1,393.5% | +1,334.3% |
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