+81.5%
BSX vs BN
+263.5%
-182.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -3.6% |
| 7D | -8.2% | -5.9% | -2.3% | -5.9% |
| 30D | -15.8% | -15.1% | -0.7% | -10.1% |
| 3M | -10.8% | -14.6% | +3.7% | -5.1% |
| 6M | -38.4% | -8.4% | -30.0% | -36.5% |
| YTD | -54.8% | -16.8% | -38.0% | -52.1% |
| 1Y | -59.0% | -14.4% | -44.7% | -57.4% |
| 3Y | -20.0% | +70.1% | -90.1% | -40.9% |
| 5Y | -3.1% | +33.5% | -36.6% | -21.9% |
| All | +81.5% | +263.5% | -182.1% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling