+932.4%
BSX vs GEN
+1,677.6%
-745.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.6% |
| 7D | -1.0% | -3.0% | +2.0% | -0.5% |
| 30D | +2.1% | +24.7% | -22.6% | -1.3% |
| 3M | -14.0% | +4.1% | -18.2% | -15.0% |
| 6M | -18.3% | +36.0% | -54.3% | -22.4% |
| YTD | -53.6% | +10.9% | -64.5% | -54.9% |
| 1Y | -57.6% | +12.2% | -69.7% | -58.8% |
| 3Y | -14.3% | +63.3% | -77.6% | -21.9% |
| 5Y | +5.1% | +29.0% | -24.0% | -2.2% |
| 10Y | +105.6% | +147.5% | -41.9% | +69.0% |
| All | +932.4% | +1,677.6% | -745.2% | +512.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling