-14.4%
BSX vs HAS
+204.3%
-218.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.7% |
| 7D | -0.7% | +2.2% | -2.8% | -1.0% |
| 30D | +3.0% | +29.6% | -26.6% | -0.8% |
| 3M | -10.7% | +30.3% | -41.0% | -14.1% |
| 6M | -18.4% | +25.6% | -44.0% | -21.2% |
| YTD | -53.8% | +50.8% | -104.7% | -56.8% |
| 1Y | -56.0% | +63.0% | -119.0% | -59.4% |
| 3Y | -14.4% | +211.6% | -226.0% | -25.2% |
| All | -14.4% | +204.3% | -218.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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