-59.0%
BSX vs MUB
+0.3%
-59.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.4% |
| 7D | -8.2% | -1.2% | -7.0% | -7.1% |
| 30D | -15.8% | -2.8% | -13.0% | -13.8% |
| 3M | -10.8% | -3.1% | -7.8% | -8.7% |
| 6M | -38.4% | -2.9% | -35.5% | -36.0% |
| YTD | -54.8% | -2.0% | -52.8% | -52.9% |
| 1Y | -59.0% | 0.0% | -59.0% | -54.6% |
| All | -59.0% | +0.3% | -59.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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