+780.0%
NOW vs BDX
+58.0%
+722.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.8% |
| 7D | -9.9% | -5.4% | -4.5% | -7.8% |
| 30D | +2.8% | -2.2% | +5.0% | +3.8% |
| 3M | +23.7% | +20.1% | +3.6% | +14.9% |
| 6M | +12.5% | +9.1% | +3.4% | +8.3% |
| YTD | -14.4% | +17.9% | -32.3% | -20.9% |
| 1Y | -29.0% | +22.1% | -51.1% | -35.6% |
| 3Y | +9.3% | -10.5% | +19.8% | +11.4% |
| 5Y | +1.2% | -2.6% | +3.8% | -2.9% |
| All | +780.0% | +58.0% | +722.0% | +541.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling