+5.1%
BSX vs ASX
+503.8%
-498.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +2.0% | -1.7% |
| 7D | -1.0% | +22.1% | -23.1% | -2.6% |
| 30D | +2.1% | -23.8% | +25.8% | +4.0% |
| 3M | -14.0% | -7.6% | -6.4% | -14.2% |
| 6M | -18.3% | +6.9% | -25.2% | -21.2% |
| YTD | -53.6% | +127.7% | -181.3% | -60.8% |
| 1Y | -57.6% | +144.5% | -202.1% | -64.6% |
| 3Y | -14.3% | +377.8% | -392.1% | -39.1% |
| 5Y | +5.1% | +498.2% | -493.2% | -30.8% |
| All | +5.1% | +503.8% | -498.7% | -30.8% |
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