-55.4%
BSX vs GEN
+5.4%
-60.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +1.8% |
| 7D | +2.0% | -1.2% | +3.2% | +2.1% |
| 30D | +0.1% | +10.1% | -10.0% | -0.2% |
| 3M | -2.1% | +16.1% | -18.2% | -2.9% |
| 6M | -33.8% | +38.9% | -72.7% | -33.7% |
| YTD | -49.9% | +14.4% | -64.3% | -48.2% |
| 1Y | -55.4% | +5.9% | -61.3% | -52.9% |
| All | -55.4% | +5.4% | -60.9% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling