+944.1%
BSX vs HD
+8,578.3%
-7,634.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.8% |
| 7D | +2.8% | +5.2% | -2.4% | +1.0% |
| 30D | +4.6% | +20.7% | -16.1% | -2.2% |
| 3M | -11.4% | +0.8% | -12.2% | -11.6% |
| 6M | -17.1% | +12.2% | -29.3% | -20.8% |
| YTD | -53.1% | +4.2% | -57.3% | -54.3% |
| 1Y | -55.7% | -2.6% | -53.1% | -55.8% |
| 3Y | -13.3% | +30.0% | -43.3% | -23.3% |
| 5Y | +5.3% | +8.1% | -2.8% | -2.2% |
| 10Y | +104.3% | +247.2% | -142.9% | +23.6% |
| All | +944.1% | +8,578.3% | -7,634.2% | +73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling