-21.0%
BSX vs GIS
-37.3%
+16.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -3.9% |
| 7D | -8.2% | -8.4% | +0.2% | -7.7% |
| 30D | -15.8% | -5.2% | -10.6% | -15.6% |
| 3M | -10.8% | +8.2% | -19.0% | -10.8% |
| 6M | -38.4% | -12.0% | -26.4% | -38.5% |
| YTD | -54.8% | -18.9% | -35.9% | -55.0% |
| 1Y | -59.0% | -23.6% | -35.4% | -59.1% |
| All | -21.0% | -37.3% | +16.3% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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