+1,016.5%
BSX vs BN
+20,017.1%
-19,000.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +2.0% | -2.5% | +4.5% | +2.8% |
| 30D | +0.1% | -9.5% | +9.6% | +3.4% |
| 3M | -2.1% | -10.4% | +8.2% | +1.4% |
| 6M | -33.8% | -6.4% | -27.4% | -32.7% |
| YTD | -49.9% | -11.9% | -38.0% | -48.4% |
| 1Y | -55.4% | -8.6% | -46.8% | -54.9% |
| 3Y | -10.9% | +77.6% | -88.4% | -29.5% |
| 5Y | +6.4% | +37.0% | -30.6% | -10.1% |
| 10Y | +97.0% | +266.4% | -169.4% | +19.2% |
| All | +1,016.5% | +20,017.1% | -19,000.6% | +220.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling