+740.1%
TEAM vs BDX
+78.5%
+661.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.1% | -3.9% | -5.6% |
| 7D | -5.7% | -4.3% | -1.4% | -3.8% |
| 30D | +18.3% | +1.3% | +17.1% | +17.8% |
| 3M | +80.2% | +20.2% | +60.0% | +66.7% |
| 6M | +111.0% | +8.6% | +102.4% | +103.1% |
| YTD | +8.8% | +19.0% | -10.2% | -0.3% |
| 1Y | +2.2% | +21.2% | -19.0% | -7.5% |
| 3Y | -14.6% | -9.7% | -4.9% | -13.1% |
| 5Y | -53.8% | -3.4% | -50.4% | -55.0% |
| 10Y | +475.2% | +53.9% | +421.4% | +295.1% |
| All | +740.1% | +78.5% | +661.6% | +408.6% |
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