+94.0%
BSX vs DOC
+15.7%
+78.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.9% | -4.5% |
| 7D | +1.8% | +6.5% | -4.6% | -0.2% |
| 30D | +2.8% | +9.2% | -6.3% | -0.1% |
| 3M | -13.3% | -2.5% | -10.8% | -12.6% |
| 6M | -23.7% | +7.1% | -30.7% | -25.5% |
| YTD | -55.2% | +33.0% | -88.2% | -59.8% |
| 1Y | -56.8% | +23.3% | -80.1% | -60.3% |
| 3Y | -19.0% | +44.9% | -64.0% | -31.6% |
| 5Y | -0.9% | -21.6% | +20.7% | +5.2% |
| All | +94.0% | +15.7% | +78.3% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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