-11.3%
BSX vs HD
+5.9%
-17.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | +2.0% | -2.1% | +4.1% | +2.5% |
| 30D | +0.1% | -8.4% | +8.5% | +1.9% |
| 3M | -2.1% | +4.3% | -6.5% | -2.9% |
| 6M | -33.8% | -11.1% | -22.7% | -32.3% |
| YTD | -49.9% | -4.7% | -45.2% | -49.7% |
| 1Y | -55.4% | -19.8% | -35.6% | -53.5% |
| All | -11.3% | +5.9% | -17.1% | -12.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling