+83.7%
BSX vs ACWI
+226.0%
-142.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.5% |
| 7D | -6.4% | +1.1% | -7.5% | -7.4% |
| 30D | -8.8% | -0.2% | -8.6% | -8.6% |
| 3M | -7.6% | +4.7% | -12.3% | -11.8% |
| 6M | -37.0% | +14.5% | -51.4% | -44.8% |
| YTD | -52.8% | +14.6% | -67.4% | -58.9% |
| 1Y | -58.4% | +21.4% | -79.8% | -65.8% |
| 3Y | -16.5% | +77.6% | -94.1% | -53.1% |
| 5Y | -1.2% | +68.1% | -69.3% | -41.6% |
| 10Y | +83.7% | +226.1% | -142.4% | -47.8% |
| All | +83.7% | +226.0% | -142.2% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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