-2.2%
BSX vs DOCS
-21.0%
+18.8%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -4.1% |
| 7D | +1.8% | -0.8% | +2.6% | +1.9% |
| 30D | +2.8% | +17.4% | -14.6% | +1.8% |
| 3M | -13.3% | +57.4% | -70.6% | -16.0% |
| 6M | -23.7% | +26.5% | -50.2% | -25.3% |
| YTD | -55.2% | -26.6% | -28.6% | -54.6% |
| 1Y | -56.8% | -48.1% | -8.8% | -55.3% |
| 3Y | -19.0% | +52.6% | -71.7% | -23.1% |
| 5Y | -0.9% | -52.1% | +51.1% | -2.9% |
| All | -2.2% | -21.0% | +18.8% | -3.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling