-58.8%
BSX vs MDB
+7.4%
-66.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | 0.0% |
| 7D | -10.1% | -1.8% | -8.3% | -10.0% |
| 30D | -16.4% | -17.3% | +0.9% | -15.3% |
| 3M | -8.9% | +2.2% | -11.1% | -9.4% |
| 6M | -38.3% | +33.9% | -72.1% | -40.1% |
| YTD | -54.9% | -13.7% | -41.2% | -56.0% |
| 1Y | -58.8% | +9.1% | -67.9% | -59.7% |
| All | -58.8% | +7.4% | -66.2% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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