-16.5%
BSX vs HAS
+45.6%
-62.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.4% | -3.5% | -5.5% |
| 7D | -6.4% | -3.1% | -3.3% | -6.0% |
| 30D | -8.8% | -2.7% | -6.1% | -8.4% |
| 3M | -7.6% | +8.9% | -16.6% | -8.9% |
| 6M | -37.0% | -2.9% | -34.0% | -36.8% |
| YTD | -52.8% | +12.6% | -65.5% | -54.1% |
| 1Y | -58.4% | +17.5% | -75.9% | -59.8% |
| 3Y | -16.5% | +46.2% | -62.7% | -21.1% |
| All | -16.5% | +45.6% | -62.1% | -21.1% |
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