+80,969.6%
ASML vs BSX
+620.0%
+80,349.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.2% | +9.3% | +6.3% |
| 7D | -9.0% | +1.8% | -10.8% | -9.8% |
| 30D | -21.0% | +2.8% | -23.8% | -22.1% |
| 3M | -16.3% | -13.3% | -3.0% | -13.4% |
| 6M | -7.5% | -23.7% | +16.1% | -1.7% |
| YTD | +34.0% | -55.2% | +89.2% | +66.2% |
| 1Y | +39.3% | -56.8% | +96.1% | +74.6% |
| 3Y | +128.9% | -19.0% | +147.9% | +134.2% |
| 5Y | +76.1% | -0.9% | +77.0% | +69.5% |
| 10Y | +1,428.4% | +98.3% | +1,330.1% | +1,092.6% |
| All | +80,969.6% | +620.0% | +80,349.6% | +44,716.6% |
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 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