+83.7%
BSX vs AMC
-98.9%
+182.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.4% | -2.5% | -5.9% |
| 7D | -6.4% | -0.8% | -5.7% | -6.4% |
| 30D | -8.8% | -1.2% | -7.6% | -8.8% |
| 3M | -7.6% | +42.2% | -49.9% | -8.3% |
| 6M | -37.0% | +118.8% | -155.8% | -37.8% |
| YTD | -52.8% | +64.1% | -116.9% | -53.3% |
| 1Y | -58.4% | -9.5% | -48.9% | -58.5% |
| 3Y | -16.5% | -64.3% | +47.8% | -16.5% |
| 5Y | -1.2% | -99.5% | +98.3% | +3.0% |
| 10Y | +83.7% | -98.9% | +182.7% | +73.9% |
| All | +83.7% | -98.9% | +182.7% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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