-19.0%
BSX vs DOCS
+47.6%
-66.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +1.9% |
| 3M | -13.3% | +57.4% | -70.6% | -15.8% |
| 6M | -23.7% | +26.5% | -50.2% | -25.0% |
| YTD | -55.2% | -26.6% | -28.6% | -54.4% |
| 1Y | -56.8% | -48.1% | -8.8% | -55.1% |
| 3Y | -19.0% | +52.6% | -71.7% | -18.5% |
| All | -19.0% | +47.6% | -66.6% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling