-2.8%
BSX vs EEM
+45.2%
-48.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.7% |
| 7D | -10.1% | -1.3% | -8.8% | -9.7% |
| 30D | -16.4% | +2.1% | -18.5% | -16.9% |
| 3M | -8.9% | +1.0% | -9.9% | -9.7% |
| 6M | -38.3% | +15.9% | -54.2% | -42.6% |
| YTD | -54.9% | +24.6% | -79.6% | -59.5% |
| 1Y | -58.8% | +32.3% | -91.1% | -64.0% |
| 3Y | -21.2% | +85.9% | -107.1% | -42.1% |
| All | -2.8% | +45.2% | -48.0% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 5y: compounded portfolio wealth divided by compounded EEM 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…
5y analysis · Full analysis span regression · 6 months rolling