-1.4%
BSX vs ACWI
+54.8%
-56.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +1.8% | -2.4% | +4.2% | +3.5% |
| 30D | +2.8% | -5.2% | +8.0% | +6.4% |
| 3M | -13.3% | -4.8% | -8.5% | -10.5% |
| 6M | -23.7% | -1.3% | -22.3% | -23.4% |
| YTD | -55.2% | +8.4% | -63.6% | -58.1% |
| 1Y | -56.8% | +11.0% | -67.9% | -60.4% |
| 3Y | -19.0% | +70.6% | -89.6% | -46.8% |
| All | -1.4% | +54.8% | -56.2% | -28.2% |
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