+903.9%
BSX vs BNY
+6,413.5%
-5,509.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -10.1% | -1.3% | -8.8% | -9.7% |
| 30D | -16.4% | -0.2% | -16.2% | -16.4% |
| 3M | -8.9% | +14.9% | -23.8% | -13.2% |
| 6M | -38.3% | +40.0% | -78.3% | -45.0% |
| YTD | -54.9% | +42.0% | -96.9% | -60.3% |
| 1Y | -58.8% | +56.9% | -115.7% | -64.9% |
| 3Y | -21.2% | +289.9% | -311.1% | -50.9% |
| 5Y | -3.3% | +259.2% | -262.5% | -39.1% |
| 10Y | +82.8% | +413.3% | -330.5% | -0.5% |
| All | +903.9% | +6,413.5% | -5,509.6% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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