-19.0%
BSX vs BA
-11.5%
-7.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.8% | -4.3% |
| 7D | +1.8% | +1.1% | +0.8% | +1.7% |
| 30D | +2.8% | -7.9% | +10.7% | +3.9% |
| 3M | -13.3% | -25.3% | +12.0% | -9.9% |
| 6M | -23.7% | -24.6% | +0.9% | -21.1% |
| YTD | -55.2% | -20.1% | -35.0% | -54.2% |
| 1Y | -56.8% | -11.8% | -45.1% | -56.6% |
| 3Y | -19.0% | -10.1% | -8.9% | -27.6% |
| All | -19.0% | -11.5% | -7.6% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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