-55.4%
BSX vs AU
+100.5%
-155.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +1.9% |
| 7D | +2.0% | -3.6% | +5.7% | +2.2% |
| 30D | +0.1% | +23.9% | -23.8% | -0.6% |
| 3M | -2.1% | +19.1% | -21.2% | -2.7% |
| 6M | -33.8% | -0.2% | -33.6% | -33.9% |
| YTD | -49.9% | +32.5% | -82.3% | -50.3% |
| 1Y | -55.4% | +96.9% | -152.4% | -55.0% |
| All | -55.4% | +100.5% | -155.9% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling