-1.4%
BSX vs DOCN
-32.3%
+30.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.5% | -6.8% | -4.3% |
| 7D | +1.8% | -19.2% | +21.0% | +2.7% |
| 30D | +2.8% | -43.1% | +45.9% | +5.2% |
| 3M | -13.3% | -40.7% | +27.4% | -11.6% |
| 6M | -23.7% | -55.0% | +31.3% | -21.4% |
| YTD | -55.2% | +50.6% | -105.8% | -58.1% |
| 1Y | -56.8% | +54.0% | -110.8% | -59.8% |
| 3Y | -19.0% | +203.9% | -222.9% | -30.9% |
| All | -1.4% | -32.3% | +30.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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