+109.9%
BSX vs MSCI
+809.1%
-699.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.7% |
| 7D | -1.5% | -1.9% | +0.4% | -0.8% |
| 30D | +2.9% | +16.5% | -13.5% | -2.6% |
| 3M | -11.8% | +18.2% | -30.0% | -17.2% |
| 6M | -15.4% | +14.0% | -29.4% | -20.0% |
| YTD | -52.7% | +16.6% | -69.3% | -55.9% |
| 1Y | -56.0% | +14.8% | -70.8% | -58.7% |
| 3Y | -12.5% | +33.3% | -45.7% | -24.7% |
| 5Y | +7.6% | +9.1% | -1.5% | -3.0% |
| 10Y | +109.9% | +820.4% | -710.5% | -28.2% |
| All | +109.9% | +809.1% | -699.2% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling