+7.3%
BSX vs BN
+31.1%
-23.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +3.7% | -1.0% | +4.7% | +4.0% |
| 30D | +3.1% | +14.0% | -10.8% | -0.5% |
| 3M | -14.2% | -9.0% | -5.2% | -12.0% |
| 6M | -16.4% | -8.8% | -7.6% | -14.5% |
| YTD | -53.5% | -10.3% | -43.2% | -52.6% |
| 1Y | -57.8% | -5.8% | -52.0% | -57.6% |
| 3Y | -17.4% | +94.8% | -112.2% | -35.3% |
| All | +7.3% | +31.1% | -23.8% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling