-11.3%
BSX vs BA
-2.4%
-8.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.7% |
| 7D | +2.0% | +1.2% | +0.9% | +1.9% |
| 30D | +0.1% | -11.6% | +11.8% | +1.8% |
| 3M | -2.1% | -2.4% | +0.2% | -2.0% |
| 6M | -33.8% | -6.6% | -27.2% | -33.5% |
| YTD | -49.9% | -2.2% | -47.6% | -50.1% |
| 1Y | -55.4% | -8.0% | -47.4% | -55.2% |
| All | -11.3% | -2.4% | -8.9% | -26.9% |
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