+127.8%
AAPL vs BSX
-3.9%
+131.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +3.8% | -10.1% | +13.9% | +6.8% |
| 30D | +9.9% | -16.4% | +26.3% | +15.3% |
| 3M | +12.5% | -8.9% | +21.4% | +14.7% |
| 6M | +27.6% | -38.3% | +65.9% | +45.9% |
| YTD | +22.6% | -54.9% | +77.5% | +55.3% |
| 1Y | +45.0% | -58.8% | +103.8% | +90.8% |
| 3Y | +87.8% | -21.2% | +109.0% | +77.4% |
| All | +127.8% | -3.9% | +131.7% | +87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling