-55.4%
BSX vs DIA
+19.6%
-75.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +2.0% | -0.2% | +2.2% | +2.1% |
| 30D | +0.1% | -1.5% | +1.7% | +0.4% |
| 3M | -2.1% | +3.8% | -5.9% | -2.8% |
| 6M | -33.8% | +10.3% | -44.1% | -35.3% |
| YTD | -49.9% | +12.1% | -62.0% | -51.6% |
| 1Y | -55.4% | +18.6% | -74.1% | -58.2% |
| All | -55.4% | +19.6% | -75.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling