+8.2%
NOW vs BDX
-9.0%
+17.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -2.5% |
| 7D | -4.1% | -3.6% | -0.6% | -3.4% |
| 30D | +2.9% | +0.7% | +2.2% | +2.8% |
| 3M | +22.6% | +19.0% | +3.6% | +19.1% |
| 6M | +7.5% | +10.8% | -3.3% | +5.4% |
| YTD | -14.4% | +20.1% | -34.6% | -17.6% |
| 1Y | -29.8% | +23.1% | -52.9% | -32.7% |
| All | +8.2% | -9.0% | +17.2% | +9.5% |
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