-40.3%
NOW vs BDX
+53.1%
-93.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.9% | +2.3% | +3.0% |
| 7D | -5.6% | +2.5% | -8.1% | -6.1% |
| 30D | -26.8% | +13.6% | -40.3% | -29.1% |
| 3M | -19.4% | +18.9% | -38.4% | -23.1% |
| 6M | +12.3% | +51.8% | -39.5% | +4.1% |
| YTD | -32.9% | +43.3% | -76.3% | -41.1% |
| 1Y | -40.3% | +48.0% | -88.3% | -47.8% |
| All | -40.3% | +53.1% | -93.4% | -47.8% |
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