+5.3%
BSX vs DOCN
-30.4%
+35.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | 0.0% | +1.5% |
| 7D | +2.8% | -12.1% | +14.9% | +3.3% |
| 30D | +4.6% | -41.0% | +45.6% | +6.9% |
| 3M | -11.4% | -38.7% | +27.3% | -9.8% |
| 6M | -17.1% | -51.5% | +34.4% | -14.9% |
| YTD | -53.1% | +65.3% | -118.4% | -56.4% |
| 1Y | -55.7% | +53.9% | -109.6% | -58.6% |
| 3Y | -13.3% | +215.6% | -228.9% | -25.9% |
| 5Y | +5.3% | -26.2% | +31.5% | -3.1% |
| All | +5.3% | -30.4% | +35.7% | -3.1% |
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