-21.2%
BSX vs DUK
+47.2%
-68.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -10.1% | -0.7% | -9.4% | -9.9% |
| 30D | -16.4% | -2.4% | -14.0% | -15.9% |
| 3M | -8.9% | -3.0% | -5.9% | -8.3% |
| 6M | -38.3% | -6.6% | -31.7% | -37.4% |
| YTD | -54.9% | +4.6% | -59.5% | -55.5% |
| 1Y | -58.8% | +1.2% | -60.0% | -59.0% |
| 3Y | -21.2% | +45.7% | -66.9% | -27.4% |
| All | -21.2% | +47.2% | -68.4% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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