+55.3%
BE vs BSX
-53.7%
+109.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.3% | -11.7% | -5.4% |
| 7D | -12.1% | +8.0% | -20.1% | -10.8% |
| 30D | -30.1% | +8.1% | -38.2% | -29.1% |
| 3M | -12.1% | -6.7% | -5.5% | -11.4% |
| 6M | -30.6% | -19.4% | -11.2% | -26.1% |
| YTD | +130.6% | -51.9% | +182.6% | +166.1% |
| 1Y | +55.3% | -53.6% | +108.9% | +78.4% |
| All | +55.3% | -53.7% | +109.0% | +78.4% |
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 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