+81.0%
BSX vs BRKR
+155.3%
-74.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | 0.0% | -0.2% |
| 7D | -10.1% | -8.7% | -1.4% | -8.2% |
| 30D | -16.4% | -9.9% | -6.6% | -14.5% |
| 3M | -8.9% | -3.1% | -5.8% | -10.0% |
| 6M | -38.3% | +45.5% | -83.8% | -46.4% |
| YTD | -54.9% | +13.7% | -68.6% | -58.3% |
| 1Y | -58.8% | +67.4% | -126.2% | -66.3% |
| 3Y | -21.2% | -13.2% | -8.0% | -26.5% |
| 5Y | -3.3% | -39.5% | +36.1% | +0.7% |
| All | +81.0% | +155.3% | -74.4% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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