-1.2%
BSX vs ASX
+472.4%
-473.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.1% | -12.0% | -6.5% |
| 7D | -6.4% | +6.3% | -12.8% | -7.1% |
| 30D | -8.8% | +6.4% | -15.2% | -9.5% |
| 3M | -7.6% | +13.1% | -20.8% | -10.1% |
| 6M | -37.0% | +90.3% | -127.3% | -44.2% |
| YTD | -52.8% | +149.6% | -202.5% | -60.2% |
| 1Y | -58.4% | +249.2% | -307.6% | -67.2% |
| 3Y | -16.5% | +445.9% | -462.4% | -41.5% |
| 5Y | -1.2% | +477.7% | -478.9% | -33.6% |
| All | -1.2% | +472.4% | -473.6% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling