+1,278.0%
AAPL vs BSX
+83.9%
+1,194.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | +3.8% | -10.1% | +13.9% | +8.1% |
| 30D | +9.9% | -16.4% | +26.3% | +17.5% |
| 3M | +12.5% | -8.9% | +21.4% | +15.7% |
| 6M | +27.6% | -38.3% | +65.9% | +52.0% |
| YTD | +22.6% | -54.9% | +77.5% | +65.0% |
| 1Y | +45.0% | -58.8% | +103.8% | +102.9% |
| 3Y | +87.8% | -21.2% | +109.0% | +88.4% |
| 5Y | +128.7% | -3.3% | +132.0% | +104.0% |
| All | +1,278.0% | +83.9% | +1,194.1% | +846.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 10y: compounded portfolio wealth divided by compounded BSX 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…
10y analysis · Full analysis span regression · 6 months rolling