-19.0%
BSX vs B
+165.5%
-184.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.8% | -4.3% |
| 7D | +1.8% | +9.6% | -7.8% | +1.2% |
| 30D | +2.8% | +3.5% | -0.7% | +2.4% |
| 3M | -13.3% | -1.6% | -11.7% | -13.4% |
| 6M | -23.7% | -1.7% | -22.0% | -23.9% |
| YTD | -55.2% | -5.3% | -49.8% | -55.3% |
| 1Y | -56.8% | +27.2% | -84.1% | -58.1% |
| 3Y | -19.0% | +166.1% | -185.2% | -27.1% |
| All | -19.0% | +165.5% | -184.5% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling