-55.4%
BSX vs HRB
+1.1%
-56.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.0% | +5.8% | +2.3% |
| 7D | +2.0% | -5.7% | +7.7% | +2.8% |
| 30D | +0.1% | +7.9% | -7.8% | -1.2% |
| 3M | -2.1% | +32.1% | -34.3% | -6.3% |
| 6M | -33.8% | +62.2% | -96.0% | -38.3% |
| YTD | -49.9% | +16.4% | -66.3% | -50.6% |
| 1Y | -55.4% | -0.3% | -55.2% | -55.7% |
| All | -55.4% | +1.1% | -56.5% | -55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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