-53.6%
BSX vs AXP
-6.4%
-47.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.2% | +3.2% | +5.1% |
| 7D | +8.0% | +4.6% | +3.4% | +7.5% |
| 30D | +8.1% | +9.7% | -1.7% | +7.3% |
| 3M | -6.7% | -3.8% | -2.9% | -6.7% |
| 6M | -19.4% | +4.8% | -24.2% | -19.7% |
| YTD | -51.9% | -9.1% | -42.9% | -51.9% |
| 1Y | -53.6% | -6.7% | -46.9% | -54.1% |
| All | -53.6% | -6.4% | -47.2% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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