+9.7%
AMZN vs BSX
-55.6%
+65.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -2.0% | -0.3% |
| 7D | -3.0% | +2.0% | -5.0% | -3.2% |
| 30D | -5.2% | +0.1% | -5.3% | -5.2% |
| 3M | +1.9% | -2.1% | +4.0% | +1.8% |
| 6M | +19.2% | -33.8% | +53.0% | +21.8% |
| YTD | +12.0% | -49.9% | +61.9% | +18.7% |
| 1Y | +9.7% | -55.4% | +65.1% | +16.6% |
| All | +9.7% | -55.6% | +65.3% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling