+29.5%
BSX vs ACI
+17.4%
+12.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.9% | -4.1% |
| 7D | -8.2% | -7.1% | -1.1% | -7.8% |
| 30D | -15.8% | -4.5% | -11.3% | -15.6% |
| 3M | -10.8% | -22.3% | +11.4% | -9.7% |
| 6M | -38.4% | -28.4% | -10.0% | -37.4% |
| YTD | -54.8% | -29.5% | -25.3% | -54.0% |
| 1Y | -59.0% | -34.2% | -24.8% | -58.2% |
| 3Y | -20.0% | -45.7% | +25.7% | -17.5% |
| 5Y | -3.1% | -40.8% | +37.7% | -0.6% |
| All | +29.5% | +17.4% | +12.1% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling