-1.2%
BSX vs LII
+25.8%
-27.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.4% | -4.5% | -5.7% |
| 7D | -6.4% | +2.1% | -8.5% | -6.7% |
| 30D | -8.8% | -12.4% | +3.6% | -7.0% |
| 3M | -7.6% | -24.8% | +17.2% | -4.3% |
| 6M | -37.0% | -25.2% | -11.8% | -34.9% |
| YTD | -52.8% | -20.3% | -32.6% | -52.2% |
| 1Y | -58.4% | -32.9% | -25.5% | -56.3% |
| 3Y | -16.5% | +2.0% | -18.5% | -24.3% |
| 5Y | -1.2% | +24.4% | -25.6% | -18.4% |
| All | -1.2% | +25.8% | -27.0% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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