+497.5%
BSX vs ASX
+3,515.0%
-3,017.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +2.0% | -0.7% | +2.8% | +2.1% |
| 30D | +0.1% | +2.0% | -1.9% | -0.4% |
| 3M | -2.1% | -1.3% | -0.8% | -3.5% |
| 6M | -33.8% | +71.4% | -105.2% | -41.2% |
| YTD | -49.9% | +135.3% | -185.2% | -58.0% |
| 1Y | -55.4% | +267.5% | -322.9% | -65.7% |
| 3Y | -10.9% | +388.5% | -399.3% | -36.2% |
| 5Y | +6.4% | +417.1% | -410.7% | -26.2% |
| 10Y | +97.0% | +872.7% | -775.7% | +17.4% |
| All | +497.5% | +3,515.0% | -3,017.5% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling