-19.0%
BSX vs LIN
+36.4%
-55.4%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.1% | -3.1% | -3.9% |
| 7D | +1.8% | +0.2% | +1.6% | +1.8% |
| 30D | +2.8% | +6.5% | -3.6% | +1.1% |
| 3M | -13.3% | +5.5% | -18.8% | -14.6% |
| 6M | -23.7% | +3.3% | -27.0% | -24.4% |
| YTD | -55.2% | +22.0% | -77.2% | -58.4% |
| 1Y | -56.8% | +25.7% | -82.6% | -60.5% |
| 3Y | -19.0% | +36.2% | -55.3% | -28.9% |
| All | -19.0% | +36.4% | -55.4% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 3y: compounded portfolio wealth divided by compounded LIN 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…
3y analysis · Full analysis span regression · 6 months rolling