-1.0%
BSX vs HD
+6.0%
-7.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.2% |
| 7D | -7.0% | -1.8% | -5.2% | -6.6% |
| 30D | -10.9% | -10.8% | -0.1% | -8.2% |
| 3M | -8.2% | -2.7% | -5.5% | -7.6% |
| 6M | -37.5% | -10.3% | -27.2% | -35.8% |
| YTD | -52.8% | -7.8% | -45.0% | -52.2% |
| 1Y | -58.4% | -23.1% | -35.3% | -55.6% |
| 3Y | -16.5% | +2.0% | -18.5% | -19.2% |
| 5Y | -1.0% | +6.2% | -7.2% | -12.9% |
| All | -1.0% | +6.0% | -7.0% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling