-17.4%
BSX vs BB
+147.9%
-165.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.3% |
| 7D | +3.7% | +1.8% | +1.9% | +3.7% |
| 30D | +3.1% | +8.1% | -5.0% | +3.0% |
| 3M | -14.2% | -1.0% | -13.2% | -14.3% |
| 6M | -16.4% | +45.9% | -62.3% | -18.2% |
| YTD | -53.5% | +134.8% | -188.3% | -55.5% |
| 1Y | -57.8% | +104.6% | -162.4% | -59.3% |
| 3Y | -17.4% | +152.8% | -170.3% | -21.2% |
| All | -17.4% | +147.9% | -165.4% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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