+2,771.1%
NOW vs BDX
+312.4%
+2,458.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.4% | -2.2% |
| 7D | -2.4% | -2.5% | +0.1% | -1.2% |
| 30D | +20.5% | +8.3% | +12.3% | +15.9% |
| 3M | +18.3% | +24.4% | -6.0% | +6.5% |
| 6M | +24.1% | +9.2% | +14.9% | +18.4% |
| YTD | -7.8% | +22.7% | -30.5% | -17.7% |
| 1Y | -21.4% | +25.9% | -47.3% | -30.9% |
| 3Y | +19.5% | -10.5% | +30.0% | +21.9% |
| 5Y | +4.1% | +1.9% | +2.2% | -3.7% |
| 10Y | +826.4% | +58.7% | +767.7% | +472.7% |
| All | +2,771.1% | +312.4% | +2,458.8% | +768.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling