-1.2%
BSX vs BA
-1.3%
+0.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.8% |
| 7D | -6.4% | +2.5% | -8.9% | -6.9% |
| 30D | -8.8% | -10.1% | +1.3% | -6.9% |
| 3M | -7.6% | -2.4% | -5.2% | -7.5% |
| 6M | -37.0% | -8.8% | -28.1% | -36.2% |
| YTD | -52.8% | -2.9% | -49.9% | -53.0% |
| 1Y | -58.4% | -8.8% | -49.7% | -58.1% |
| 3Y | -16.5% | -0.3% | -16.2% | -19.8% |
| 5Y | -1.2% | -0.3% | -0.9% | -9.4% |
| All | -1.2% | -1.3% | +0.2% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling