+309.8%
BE vs BSX
-59.2%
+369.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.6% |
| 7D | +9.0% | -10.1% | +19.1% | +7.6% |
| 30D | +16.3% | -16.4% | +32.7% | +13.8% |
| 3M | +10.8% | -8.9% | +19.7% | +11.6% |
| 6M | +73.2% | -38.3% | +111.5% | +80.6% |
| YTD | +217.4% | -54.9% | +272.3% | +212.7% |
| 1Y | +309.8% | -58.8% | +368.6% | +264.2% |
| All | +309.8% | -59.2% | +369.0% | +264.2% |
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