-56.1%
BSX vs AMRZ
-17.3%
-38.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.3% | -1.6% | -5.9% |
| 7D | -6.4% | -2.0% | -4.4% | -6.4% |
| 30D | -8.8% | -9.8% | +1.1% | -8.8% |
| 3M | -7.6% | -17.2% | +9.6% | -7.7% |
| 6M | -37.0% | -26.9% | -10.0% | -37.1% |
| YTD | -52.8% | -21.5% | -31.4% | -52.5% |
| 1Y | -58.4% | -22.9% | -35.5% | -58.2% |
| All | -56.1% | -17.3% | -38.8% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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