+7.3%
BSX vs HDB
-23.2%
+30.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | +3.7% | +2.7% | +1.0% | +3.2% |
| 30D | +3.1% | +14.1% | -11.0% | +0.4% |
| 3M | -14.2% | +11.8% | -26.0% | -16.2% |
| 6M | -16.4% | +8.2% | -24.6% | -18.0% |
| YTD | -53.5% | -29.3% | -24.2% | -50.8% |
| 1Y | -57.8% | -28.8% | -29.0% | -55.4% |
| 3Y | -17.4% | -7.5% | -10.0% | -18.9% |
| All | +7.3% | -23.2% | +30.4% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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