-57.6%
BSX vs HD
-3.7%
-53.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -1.0% | -0.5% | -0.5% | -0.8% |
| 30D | +2.1% | +18.5% | -16.4% | -1.8% |
| 3M | -14.0% | +2.2% | -16.2% | -15.2% |
| 6M | -18.3% | +13.8% | -32.1% | -20.2% |
| YTD | -53.6% | +3.4% | -57.1% | -55.8% |
| 1Y | -57.6% | -3.5% | -54.0% | -58.4% |
| All | -57.6% | -3.7% | -53.8% | -58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling