+249.1%
BSX vs ACWI
+341.2%
-92.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.5% |
| 7D | -0.7% | +0.3% | -1.0% | -1.0% |
| 30D | +3.0% | -2.8% | +5.8% | +5.7% |
| 3M | -10.7% | -3.2% | -7.6% | -8.2% |
| 6M | -18.4% | +1.3% | -19.7% | -20.0% |
| YTD | -53.8% | +11.2% | -65.1% | -58.9% |
| 1Y | -56.0% | +13.8% | -69.8% | -61.6% |
| 3Y | -14.4% | +76.2% | -90.6% | -51.5% |
| 5Y | +2.9% | +59.5% | -56.6% | -36.5% |
| 10Y | +101.6% | +222.2% | -120.6% | -36.5% |
| All | +249.1% | +341.2% | -92.1% | -26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling