-2.8%
BSX vs BB
-26.5%
+23.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | -10.1% | -0.4% | -9.7% | -10.1% |
| 30D | -16.4% | -12.5% | -3.9% | -15.7% |
| 3M | -8.9% | -17.4% | +8.6% | -8.4% |
| 6M | -38.3% | +119.1% | -157.4% | -44.1% |
| YTD | -54.9% | +102.4% | -157.3% | -58.9% |
| 1Y | -58.8% | +98.2% | -157.0% | -62.6% |
| 3Y | -21.2% | +46.9% | -68.2% | -27.0% |
| All | -2.8% | -26.5% | +23.7% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling