-1.0%
BSX vs GEN
+20.0%
-21.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.1% | 0.0% |
| 7D | -7.0% | -2.9% | -4.1% | -6.6% |
| 30D | -10.9% | +2.1% | -13.0% | -11.3% |
| 3M | -8.2% | +19.7% | -27.9% | -10.9% |
| 6M | -37.5% | +33.3% | -70.7% | -40.5% |
| YTD | -52.8% | +11.1% | -64.0% | -53.7% |
| 1Y | -58.4% | +3.0% | -61.4% | -58.6% |
| 3Y | -16.5% | +57.9% | -74.4% | -24.2% |
| 5Y | -1.0% | +20.6% | -21.6% | -4.9% |
| All | -1.0% | +20.0% | -21.0% | -4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling