-21.0%
BSX vs AEE
+46.3%
-67.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.8% |
| 7D | -8.2% | -0.7% | -7.5% | -8.1% |
| 30D | -15.8% | -2.0% | -13.8% | -15.4% |
| 3M | -10.8% | -2.8% | -8.0% | -10.2% |
| 6M | -38.4% | -3.6% | -34.8% | -37.9% |
| YTD | -54.8% | +7.3% | -62.1% | -55.7% |
| 1Y | -59.0% | +8.7% | -67.7% | -59.9% |
| All | -21.0% | +46.3% | -67.3% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling