-17.6%
BSX vs MUB
+8.2%
-25.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -7.0% | -0.7% | -6.3% | -6.7% |
| 30D | -10.9% | -2.0% | -8.9% | -10.0% |
| 3M | -8.2% | -2.5% | -5.6% | -7.0% |
| 6M | -37.5% | -2.3% | -35.1% | -36.7% |
| YTD | -52.8% | -1.3% | -51.5% | -52.4% |
| 1Y | -58.4% | +1.1% | -59.5% | -58.5% |
| All | -17.6% | +8.2% | -25.8% | -22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling