+113.3%
BSX vs NDAQ
+471.8%
-358.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +3.7% | +1.3% | +2.5% | +3.1% |
| 30D | +3.1% | +18.0% | -14.8% | -4.4% |
| 3M | -14.2% | +11.5% | -25.7% | -18.5% |
| 6M | -16.4% | +21.1% | -37.5% | -23.8% |
| YTD | -53.5% | +12.8% | -66.3% | -56.7% |
| 1Y | -57.8% | +25.7% | -83.5% | -62.8% |
| 3Y | -17.4% | +116.8% | -134.3% | -45.8% |
| 5Y | +5.4% | +67.3% | -61.9% | -22.4% |
| All | +113.3% | +471.8% | -358.5% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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