-38.7%
NOW vs BDX
+54.0%
-92.7%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.6% | -5.9% | -1.6% |
| 7D | -27.5% | +7.2% | -34.7% | -28.8% |
| 30D | -20.0% | +15.8% | -35.8% | -23.0% |
| 3M | -7.9% | +23.7% | -31.6% | -12.6% |
| 6M | +18.3% | +44.8% | -26.5% | +10.6% |
| YTD | -29.0% | +39.8% | -68.7% | -36.7% |
| 1Y | -38.7% | +52.3% | -91.0% | -46.4% |
| All | -38.7% | +54.0% | -92.7% | -46.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling