+2.6%
NOW vs BDX
-1.5%
+4.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -4.1% |
| 7D | -6.1% | -4.3% | -1.8% | -4.9% |
| 30D | +7.5% | +1.3% | +6.2% | +7.1% |
| 3M | +17.5% | +20.2% | -2.7% | +11.9% |
| 6M | +7.9% | +8.6% | -0.7% | +5.4% |
| YTD | -12.4% | +19.0% | -31.4% | -17.2% |
| 1Y | -28.6% | +21.2% | -49.7% | -32.9% |
| 3Y | +11.8% | -9.7% | +21.5% | +14.8% |
| 5Y | +2.6% | -3.4% | +6.0% | +4.5% |
| All | +2.6% | -1.5% | +4.1% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling