+112.6%
BSX vs ASX
+985.1%
-872.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +2.0% | -1.4% |
| 7D | -1.0% | +22.1% | -23.1% | -4.2% |
| 30D | +2.1% | -23.8% | +25.8% | +5.5% |
| 3M | -14.0% | -7.6% | -6.4% | -14.4% |
| 6M | -18.3% | +6.9% | -25.2% | -22.7% |
| YTD | -53.6% | +127.7% | -181.3% | -63.1% |
| 1Y | -57.6% | +144.5% | -202.1% | -66.8% |
| 3Y | -14.3% | +377.8% | -392.1% | -44.8% |
| 5Y | +5.1% | +498.2% | -493.2% | -38.2% |
| All | +112.6% | +985.1% | -872.5% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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