-16.5%
BSX vs CDW
-29.2%
+12.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.2% | -0.7% | -5.4% |
| 7D | -6.4% | -3.9% | -2.6% | -6.1% |
| 30D | -8.8% | +6.9% | -15.7% | -9.3% |
| 3M | -7.6% | +7.7% | -15.3% | -8.3% |
| 6M | -37.0% | +18.3% | -55.3% | -38.0% |
| YTD | -52.8% | +7.8% | -60.6% | -53.0% |
| 1Y | -58.4% | -12.2% | -46.2% | -56.8% |
| 3Y | -16.5% | -28.9% | +12.4% | -14.4% |
| All | -16.5% | -29.2% | +12.7% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 3y: compounded portfolio wealth divided by compounded CDW 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…
3y analysis · Full analysis span regression · 6 months rolling