-53.6%
BSX vs DOCS
-47.4%
-6.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.3% | -1.0% | +5.2% |
| 7D | +8.0% | +1.2% | +6.8% | +7.9% |
| 30D | +8.1% | +21.3% | -13.2% | +7.8% |
| 3M | -6.7% | +58.4% | -65.0% | -7.0% |
| 6M | -19.4% | +39.3% | -58.7% | -19.6% |
| YTD | -51.9% | -21.7% | -30.2% | -52.8% |
| 1Y | -53.6% | -47.3% | -6.3% | -55.0% |
| All | -53.6% | -47.4% | -6.2% | -55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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