+1,611.9%
BE vs BSX
-20.3%
+1,632.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -3.5% |
| 7D | +9.7% | -8.2% | +17.9% | +10.8% |
| 30D | +22.4% | -15.8% | +38.2% | +25.2% |
| 3M | +10.4% | -10.8% | +21.2% | +12.4% |
| 6M | +67.9% | -38.4% | +106.2% | +91.2% |
| YTD | +197.5% | -54.8% | +252.3% | +275.0% |
| 1Y | +310.6% | -59.0% | +369.6% | +435.2% |
| All | +1,611.9% | -20.3% | +1,632.1% | +1,413.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling