+565.7%
AMZN vs BSX
+83.9%
+481.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.0% |
| 7D | -0.7% | -10.1% | +9.4% | +3.1% |
| 30D | -3.9% | -16.4% | +12.5% | +2.1% |
| 3M | +6.3% | -8.9% | +15.2% | +9.4% |
| 6M | +20.8% | -38.3% | +59.0% | +41.5% |
| YTD | +11.2% | -54.9% | +66.2% | +46.2% |
| 1Y | +11.7% | -58.8% | +70.5% | +51.8% |
| 3Y | +79.4% | -21.2% | +100.7% | +84.7% |
| 5Y | +48.0% | -3.3% | +51.4% | +38.2% |
| All | +565.7% | +83.9% | +481.8% | +375.4% |
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