+81.5%
BSX vs HD
+208.4%
-126.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.5% |
| 7D | -8.2% | -3.9% | -4.3% | -6.6% |
| 30D | -15.8% | -13.1% | -2.7% | -10.6% |
| 3M | -10.8% | -3.4% | -7.4% | -9.7% |
| 6M | -38.4% | -12.6% | -25.8% | -35.2% |
| YTD | -54.8% | -9.2% | -45.6% | -53.5% |
| 1Y | -59.0% | -23.9% | -35.1% | -54.5% |
| 3Y | -20.0% | +0.4% | -20.4% | -23.7% |
| 5Y | -3.1% | +4.5% | -7.6% | -12.5% |
| All | +81.5% | +208.4% | -126.9% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling