+5.1%
BSX vs NDAQ
+68.2%
-63.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.1% | -1.8% |
| 7D | -1.0% | +1.7% | -2.7% | -1.5% |
| 30D | +2.1% | +16.2% | -14.2% | -2.7% |
| 3M | -14.0% | +14.0% | -28.0% | -17.7% |
| 6M | -18.3% | +22.3% | -40.6% | -23.6% |
| YTD | -53.6% | +13.0% | -66.6% | -55.8% |
| 1Y | -57.6% | +24.0% | -81.6% | -60.9% |
| 3Y | -14.3% | +117.1% | -131.4% | -36.2% |
| 5Y | +5.1% | +67.5% | -62.5% | -17.3% |
| All | +5.1% | +68.2% | -63.1% | -17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling