+271.8%
BSX vs BLK
+12,788.7%
-12,517.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.8% |
| 7D | -8.2% | -5.2% | -3.0% | -6.5% |
| 30D | -15.8% | -7.0% | -8.8% | -13.7% |
| 3M | -10.8% | +5.7% | -16.5% | -12.7% |
| 6M | -38.4% | +11.0% | -49.4% | -40.8% |
| YTD | -54.8% | +0.9% | -55.7% | -55.4% |
| 1Y | -59.0% | -1.6% | -57.4% | -59.4% |
| 3Y | -20.0% | +64.5% | -84.5% | -34.3% |
| 5Y | -3.1% | +30.9% | -33.9% | -15.5% |
| 10Y | +83.3% | +275.1% | -191.8% | +10.4% |
| All | +271.8% | +12,788.7% | -12,517.0% | +35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 all: compounded portfolio wealth divided by compounded BLK 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…
all analysis · Full analysis span regression · 6 months rolling