+87,210.0%
ASML vs BSX
+660.1%
+86,549.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.5% |
| 7D | +2.5% | -1.5% | +4.1% | +3.0% |
| 30D | -12.2% | +2.9% | -15.2% | -13.4% |
| 3M | -14.6% | -11.8% | -2.8% | -12.1% |
| 6M | -1.7% | -15.4% | +13.7% | +1.3% |
| YTD | +44.3% | -52.7% | +97.0% | +76.1% |
| 1Y | +51.0% | -56.0% | +107.0% | +88.3% |
| 3Y | +137.6% | -12.5% | +150.1% | +137.4% |
| 5Y | +92.7% | +7.6% | +85.2% | +81.0% |
| 10Y | +1,582.8% | +109.9% | +1,472.9% | +1,190.9% |
| All | +87,210.0% | +660.1% | +86,549.9% | +47,388.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling