-2.5%
BSX vs EQT
+197.4%
-199.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.7% | -4.2% |
| 7D | -8.2% | -1.2% | -7.0% | -8.1% |
| 30D | -15.8% | +1.1% | -16.9% | -16.0% |
| 3M | -10.8% | +4.8% | -15.6% | -11.6% |
| 6M | -38.4% | -10.6% | -27.8% | -37.5% |
| YTD | -54.8% | +3.4% | -58.2% | -55.0% |
| 1Y | -59.0% | +8.7% | -67.7% | -59.6% |
| 3Y | -20.0% | +35.0% | -55.0% | -23.8% |
| All | -2.5% | +197.4% | -199.9% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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