-16.0%
TEAM vs BDX
-10.0%
-6.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -5.2% | -3.2% | -2.0% | -4.4% |
| 30D | +15.8% | -2.5% | +18.3% | +16.5% |
| 3M | +101.5% | +21.4% | +80.0% | +92.6% |
| 6M | +138.2% | +10.4% | +127.8% | +131.9% |
| YTD | +10.8% | +18.8% | -8.0% | +5.2% |
| 1Y | +1.7% | +21.7% | -20.0% | -4.2% |
| 3Y | -16.0% | -10.0% | -6.1% | -11.7% |
| All | -16.0% | -10.0% | -6.1% | -11.7% |
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