+281.5%
BSX vs MSCI
+2,756.4%
-2,474.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +2.0% | +0.4% | +1.7% | +1.8% |
| 30D | +0.1% | +0.6% | -0.4% | -0.3% |
| 3M | -2.1% | -7.1% | +4.9% | 0.0% |
| 6M | -33.8% | +0.8% | -34.6% | -34.7% |
| YTD | -49.9% | +1.0% | -50.9% | -50.8% |
| 1Y | -55.4% | +4.3% | -59.8% | -57.1% |
| 3Y | -10.9% | +9.9% | -20.8% | -17.8% |
| 5Y | +6.4% | -6.8% | +13.2% | +1.2% |
| 10Y | +97.0% | +614.7% | -517.6% | -21.2% |
| All | +281.5% | +2,756.4% | -2,474.9% | -23.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling