+6.0%
BSX vs ACWI
+67.7%
-61.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +2.0% | +0.5% | +1.6% | +1.7% |
| 30D | +0.1% | +0.9% | -0.7% | -0.5% |
| 3M | -2.1% | +2.4% | -4.5% | -4.0% |
| 6M | -33.8% | +12.4% | -46.2% | -39.3% |
| YTD | -49.9% | +15.2% | -65.0% | -55.0% |
| 1Y | -55.4% | +22.7% | -78.2% | -62.0% |
| 3Y | -10.9% | +75.8% | -86.6% | -42.7% |
| All | +6.0% | +67.7% | -61.7% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling