-17.6%
BSX vs GEN
+57.9%
-75.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.7% | -3.2% | -5.5% |
| 7D | -6.4% | -0.7% | -5.7% | -6.4% |
| 30D | -8.8% | +2.6% | -11.4% | -9.2% |
| 3M | -7.6% | +15.8% | -23.4% | -9.6% |
| 6M | -37.0% | +33.1% | -70.1% | -39.4% |
| YTD | -52.8% | +11.3% | -64.1% | -53.1% |
| 1Y | -58.4% | +1.7% | -60.1% | -57.9% |
| All | -17.6% | +57.9% | -75.5% | -22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling