+0.7%
BSX vs DOCS
-20.2%
+20.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.9% | +2.9% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | +3.0% | +7.8% | -4.8% | +2.5% |
| 3M | -10.7% | +20.0% | -30.7% | -11.8% |
| 6M | -18.4% | +26.5% | -44.9% | -20.1% |
| YTD | -53.8% | -25.8% | -28.1% | -53.3% |
| 1Y | -56.0% | -39.5% | -16.5% | -54.9% |
| 3Y | -14.4% | +60.3% | -74.7% | -19.0% |
| 5Y | +2.9% | -57.0% | +59.9% | +0.8% |
| All | +0.7% | -20.2% | +20.9% | -1.1% |
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