-21.2%
BSX vs MDY
+48.5%
-69.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -10.1% | -1.9% | -8.2% | -9.4% |
| 30D | -16.4% | -4.6% | -11.8% | -14.9% |
| 3M | -8.9% | -1.2% | -7.7% | -8.5% |
| 6M | -38.3% | +9.2% | -47.5% | -40.5% |
| YTD | -54.9% | +13.1% | -68.0% | -57.3% |
| 1Y | -58.8% | +13.0% | -71.8% | -61.0% |
| 3Y | -21.2% | +49.2% | -70.4% | -34.5% |
| All | -21.2% | +48.5% | -69.7% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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