-2.5%
BSX vs DHR
-30.0%
+27.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.1% | -2.0% | -3.6% |
| 7D | -8.2% | -5.0% | -3.2% | -7.0% |
| 30D | -15.8% | -3.3% | -12.5% | -15.1% |
| 3M | -10.8% | +9.4% | -20.3% | -13.1% |
| 6M | -38.4% | +3.2% | -41.5% | -39.3% |
| YTD | -54.8% | -12.0% | -42.8% | -53.6% |
| 1Y | -59.0% | +4.9% | -63.9% | -60.3% |
| 3Y | -20.0% | -7.4% | -12.6% | -21.6% |
| All | -2.5% | -30.0% | +27.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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