+113.3%
BSX vs GEN
+152.9%
-39.6%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.4% | -2.1% | -0.1% |
| 7D | +3.7% | +2.0% | +1.7% | +3.3% |
| 30D | +3.1% | +27.7% | -24.6% | -1.7% |
| 3M | -14.2% | +3.3% | -17.5% | -15.2% |
| 6M | -16.4% | +31.8% | -48.2% | -21.4% |
| YTD | -53.5% | +13.5% | -67.0% | -55.2% |
| 1Y | -57.8% | +16.0% | -73.8% | -59.5% |
| 3Y | -17.4% | +70.6% | -88.0% | -28.0% |
| 5Y | +5.4% | +32.1% | -26.7% | -4.8% |
| All | +113.3% | +152.9% | -39.6% | +58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling