-15.5%
BSX vs DOCS
+50.6%
-66.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.3% | +1.7% | -2.3% |
| 7D | +4.6% | -1.3% | +5.9% | +4.7% |
| 30D | +5.8% | +19.4% | -13.6% | +4.7% |
| 3M | -6.5% | +53.4% | -59.9% | -9.1% |
| 6M | -20.3% | +28.8% | -49.0% | -21.8% |
| YTD | -53.2% | -25.1% | -28.1% | -52.5% |
| 1Y | -54.9% | -48.1% | -6.7% | -53.0% |
| All | -15.5% | +50.6% | -66.1% | -15.0% |
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 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