-17.6%
BSX vs DRI
+56.7%
-74.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.8% | -4.1% | -5.6% |
| 7D | -6.4% | -1.2% | -5.2% | -6.3% |
| 30D | -8.8% | -0.4% | -8.4% | -8.7% |
| 3M | -7.6% | +9.5% | -17.1% | -8.7% |
| 6M | -37.0% | +6.5% | -43.4% | -37.5% |
| YTD | -52.8% | +18.4% | -71.2% | -54.3% |
| 1Y | -58.4% | +4.2% | -62.6% | -58.8% |
| All | -17.6% | +56.7% | -74.3% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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