+295.7%
AMD vs BSX
-17.9%
+313.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.2% | +15.3% | +12.0% |
| 7D | -11.0% | +1.8% | -12.9% | -11.6% |
| 30D | -30.5% | +2.8% | -33.3% | -31.5% |
| 3M | -8.2% | -13.3% | +5.1% | -5.1% |
| 6M | +6.6% | -23.7% | +30.2% | +15.8% |
| YTD | +109.7% | -55.2% | +164.8% | +213.2% |
| 1Y | +88.9% | -56.8% | +145.8% | +189.4% |
| All | +295.7% | -17.9% | +313.5% | +365.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling