-41.4%
RAM vs BDX
+25.3%
-66.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | +5.6% | -15.9% | -3.0% |
| 7D | -31.3% | +7.2% | -38.5% | -24.1% |
| 30D | -49.4% | +15.8% | -65.2% | -40.0% |
| 3M | -41.4% | +23.7% | -65.1% | -28.9% |
| All | -41.4% | +25.3% | -66.6% | -28.9% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling